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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4072 66 2 WDC
Emcee:  Sam Type:  Moderated
Western Digital has been building their flash capacity for several years now. They have just capped it by buying Sandisk, one of the leading vendors of NAND and NAND based products. WDC's product line now includes hard disk drives (HDDs), solid-state drives (SSDs), direct attached storage solutions, personal cloud network attached storage solutions, and public and private cloud data center storage solutions. This forum will talk about everything related to WDC's many product lines, as well as things that might cannibalize those businesses (e.g., NVM, Xpoint, ReRAM and other futuristic inventions). Which includes a lot of topics.

Let the talk flow freely, as long as it is at least roughly on topic. No ad hominem silliness. And no politics whatsoever--keep that stuff outta here.

Here is WDC's Investors Relations presentation page for future reference:
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ReplyMessage PreviewFromRecsPosted
4072Apple suppliers feel 'extraordinary' change in China demand TSMC and NidSam2last Thursday
4071This article is from almost a year ago. But it may prove useful in providing a bSam-last Wednesday
4070Talk about beating heads against brick walls... Hard disk drive unit shipments sSam-last Wednesday
4069Demand for NAND flash is highly elastic and can trigger large price reductions, SiliconAlley-last Tuesday
4068If the DIGITIMES report of slightly lower bit growth for the major NAND producerArt Bechhoefer-last Tuesday
4067NAND flash chipmakers slowing down capacity expansion, says DRAMeXchange Jessie Sam-last Tuesday
4066The only reason this report has legs is that CNBC touted it multiple times this SiliconAlley-last Monday
4065Micron -4.3% as Morgan Stanley sees no 2019 rebound Jan. 14, 2019 9:33 AM ET|AbSam1last Monday
4064Technical Take: Western Digital falls, analyst action (TheFlyOnTheWall) THE FLYSam1last Monday
4063Western Digital drops after analyst says competitive pressures are not fully priBruno Cipolla3last Monday
4062The impossibility claim is taken out of context. This was about M-Systems x4, wSiliconAlley-January 11
4061 Saifun CEO Dr. Boaz Eitan (June 2006) : “I’m telling you - and remember thiNHP-January 10
4060Joseph Moore doesn't have a very good record on this stock. His analysis asSiliconAlley-January 9
4059Why Chip Stocks Face More Carnage In 2019 At-risk semiconductor names include meBruno Cipolla-January 9
4058The new 1.33 TB ssd is small enough and cheap enough to go into higher end laptoSiliconAlley-January 8
4057The new 1.33 TB ssd is small enough and cheap enough to go into higher end laptoArt Bechhoefer-January 8
4056If 1.33 TB doesn't revolutionize laptop and desktop computing, nothing will!SiliconAlley-January 8
4055If 1.33 TB doesn't revolutionize laptop and desktop computing, nothing will!Art Bechhoefer-January 8
4054Western Digital began sampling its 1.33 TB, four-bits-per-cell infrastructure foBruno Cipolla-January 8
4053Seagate Technology to Report Fiscal Second Quarter 2019 Financial Results on FebSam1January 7
4052Western Digital Sets January 24 for Q2 Fiscal 2019 Financial Results Conference Sam1January 7
4051Seagate Levels up Data Creation at CES with Storage Solutions to Fit Any DigitalSam1January 7
4050We will see undersupply by the end of 2019, and this stock will be back to new hSiliconAlley-12/30/2018
4049Samsung, SK hynix bracing for global chip downturn
40483 Takeaways From Western Digital's 2018 Analyst Day Let's go over thisSam-12/30/2018
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