We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4701 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:
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
4701WDC might benefit from Apple's latest iPhone. The iPhone 13 Didn't SurpSam1September 17
4700seekingalpha.comBruno Cipolla-September 14
4699Kioxia favours IPO over Western Digital merger offer-paper Reuters September 02,Sam-September 2
4698Anybody know what's up with WDC today? It just jumped a few bucks mid-day SiliconAlley2August 25
4697Western Digital in Advanced Talks to Merge With Kioxia in $20 Billion-Plus DealSam1August 25
4696Anybody know what's up with WDC today? It just jumped a few bucks mid-dayElroy-August 25
4695Seagate, Western Digital stocks slump after recent crypto rally Aug. 24, 2021 1franklin1-August 24
4694For those who have not seen, Yahoo shows next year's projected growth rate aSiliconAlley2August 6
4693I'm comparing stellar financial numbers (SIMO) with with fairly average if nSiliconAlley-August 5
4692<i>Nonetheless, the comparison of SIMO to them is a little nuts</i> Elroy-August 4
4691WDC has massive Cap Ex needs every year. You appear to lack a basic understandiSiliconAlley-August 4
4690I think that the fact that there has been little discussion on the board impliesSam1August 4
4689WDC the articles and comments I'm reading say it was a really great quarter,Elroy-August 4
4688I'm just curious why WDC's results are "good". 1% annual saleElroy-August 4
4687You are comparing a company that just made $221m of revenue for their quarter wiSam2August 4
4686<i>It looks like a great report at first glance!</i> Why? Annual sElroy-August 4
4685Whoops-- "After getting sold immediately *after* the release..."Sam-August 4
4684After getting sold immediately the release, the stock is now more or less flat ASam-August 4
4683Kioxia Demos HLC 3D NAND and Talks About OLC NAND By Anton Shilov 7 days ago SBruno Cipolla-August 4
4682SIMO now forecasting 2021 revenues to grow 65% to 70% This is the WDC board. PSiliconAlley-August 2
4681Others disagree with you. UWGUnwelcomeguest-August 2
4680SIMO now forecasting 2021 revenues to grow 65% to 70% (after growing 18% in 2020Elroy-July 30 Malaysian authorities seized bitcoin mining rigs Upgrade opportunity!SSDiesel1July 19
4678I've got Silicon Alley on ignore, so I have no idea what he's posting.Elroy1July 8
4677Anyways, when is WDC going to grow quarterly sales above 25% per year? No one hSiliconAlley2July 8
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):