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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4395 68 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:
investor.wdc.com
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ReplyMessage PreviewFromRecsPosted
4395Here is the rationale behind Stifel's rating update. This came out yesterdaUnwelcomeguest-9 AM
4394And today, Stifel comes out maintaining a 'Buy' rating with a $64 PT. YUnwelcomeguest-yesterday
4393Morgan Stanley came out with a 'Maintain Overweight' recommendation yestUnwelcomeguest1yesterday
4392Xiaomi reports Q4 revenue jump, beats estimates Manish Singh@refsrc / 7:14 am EDSam1yesterday
4391TrendForce Presents Latest Analysis (Updated March 2020) of COVID-19 Pandemic’s Sam3Monday
4390Jim Cramer chats with newly installed Western Digital CEO David Goeckeler aboutSam1last Saturday
4389The cloud will grow! Brilliant! /s Wedbush Says COVID-19 Driving 'Massive&Sam-last Friday
4388TREFIS asserts that " . . . we believe it could potentially recover to pre-Art Bechhoefer-last Friday
4387Deutsche Bank is out with a rec on WDC, Maintain 'Buy' rating with a $60Unwelcomeguest1last Friday
4386I am not a fan of Trefis and their gimmicky graphs that are virtually useless. Unwelcomeguest2last Friday
4385I am not sure the content of the article supports the scary headline. UWGUnwelcomeguest-last Thursday
4384Owing to Growing Impact of COVID-19 Pandemic, NAND Flash ASP May Tumble in 2H20 Sam2last Thursday
4383Micron results generally positive with moderately upbeat forecasts. Their resulUnwelcomeguest2last Wednesday
4382"It seems like client sales (PCs, cell phones) should collapse as the worldCharlie Smith1last Wednesday
4381Article about increased demand for chips to brighten your day. reuters.com UWGUnwelcomeguest3March 23
4380Wells Fargo renewed their rating for WDC today by maintaining 'OverweightUnwelcomeguest-March 20
4379More on the exceptions to California's "stay at home" order: TheSam1March 20
4378There are numerous exceptions. Here is the SF order. I suppose the CA order is sSam-March 20
4377Anybody know what the consumption of NAND memory is buy category, like PCs, cellElroy-March 20
4376This should keep storage companies busy! NASA to launch 247 petabytes of data iSam2March 20
4375Citi lowered WDC PT from $70 to $60, but maintained a Buy rating. FWIW UWGUnwelcomeguest-March 19
4374Morgan Stanley came out with another WDC rating. They maintain overweight, but Unwelcomeguest-March 18
4373Wow, this is pretty unbelievable. All of the turmoil in the markets aside, WDC Unwelcomeguest-March 16
4372Kioxia and Western Digital want to take on Intel Optane with XL-FLASH BeenRetired-March 9
4371WDC CC: With BiCS5 112L, "able to shrink on the XY axes...didn’t need to goBeenRetired1March 7
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