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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3886 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:
investor.wdc.com
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3886 It's coming home, it's coming home, it's coming: Storage's comiSam-12 AM
3885 Paul W: Chip ip Stocks Look Cheap -- Barrons.com DOW JONES & COMPANY, INCSam-last Friday
3884this should be good for a negative 1-2% day tomorrow.....of course Seagate will SiliconAlley1last Friday
3883Samsung capex for NAND flash to hike Amy Fan, Taipei; Jessie Shen, DIGITIMES FrSam-last Friday
3882Article about trade issues and the impact on a couple of our favorite stocks. LUnwelcomeguest2last Friday
3881Mine has a 512GB SSD. I like it so far. It cold booted this morning in about 1Unwelcomeguest-last Friday
3880 Do the PCs have SSDs in them? Lots of DRAM and NAND? I've heard that more cSam-last Thursday
3879Coincidentally, my company sent me a new Lenovo laptop today that I didn't eUnwelcomeguest-last Thursday
3878this should be good for a negative 1-2% day tomorrow.....of course Seagate will bigchad-last Thursday
3877PC Shipments Have Strongest Quarter in Six Years -- Update DOW JONES & COMPSam-last Thursday
3876WDC has been showing support at 76.06 and resistance at 82.92. Technical indicatAlejandroo Green-last Thursday
3875WDC is undervalued. No kidding... seekingalpha.com The Market Doesn't CarUnwelcomeguest1last Thursday
3874Standpoint Research upgraded WDC to Buy from Hold today......bigchad1last Tuesday
3873Samsung Begins Mass Production Of 96L 3D NAND by Billy Tallison July 9Sam-last Tuesday
3872finance.yahoo.com Earnings set for July 26thbigchad1July 9
3871Micron Provides Statement on Fujian Province Patent Litigation BOISE, Idaho, JSam-July 5
3870The damages UMC is seeking in its case against Micron is $41 million per Bloombereddy_s-July 4
3869Micron’s China Risk Seems Small, Says Macquarie Sam-July 3
3868Is Micron caught in middle of US-China trade war? 2 Hours Ago Sam-July 3
3867 Micron says has not received Chinese injunction on chip sales Reuters Sam-July 3
3866And WDC is getting caught in the downdraft. That said, the CFO at WDC is probabUnwelcomeguest-July 3
3865 It is being misreported. Only some products and chips are temporarily banned. HSam-July 3
3864 Micron Chip Sales Banned in China on Patent Case bloomberg.comCharlie Smith-July 3
3863iNAND Drives Toward Automotive Market Gary Hilson 5/11/2017 06:01 PM EDT TORONSam-July 2
3862Just when people were saying to back up the truck, this pops up... Link: seekinUnwelcomeguest-June 29
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