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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3889 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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3889This should be good for another dollar down tomorrow....at least. Really nothinSiliconAlley-last Friday
3888This should be good for another dollar down tomorrow....at least. finance.yabigchad1last Thursday
3887Over 3,000 job cuts likely as Seagate, Western Digital leave Penang July 15, 201Sam-last Wednesday
3886 It's coming home, it's coming home, it's coming: Storage's comiSam-last Tuesday
3885 Paul W: Chip ip Stocks Look Cheap -- Barrons.com DOW JONES & COMPANY, INCSam-July 13
3884this should be good for a negative 1-2% day tomorrow.....of course Seagate will SiliconAlley1July 13
3883Samsung capex for NAND flash to hike Amy Fan, Taipei; Jessie Shen, DIGITIMES FrSam-July 13
3882Article about trade issues and the impact on a couple of our favorite stocks. LUnwelcomeguest2July 13
3881Mine has a 512GB SSD. I like it so far. It cold booted this morning in about 1Unwelcomeguest-July 13
3880 Do the PCs have SSDs in them? Lots of DRAM and NAND? I've heard that more cSam-July 12
3879Coincidentally, my company sent me a new Lenovo laptop today that I didn't eUnwelcomeguest-July 12
3878this should be good for a negative 1-2% day tomorrow.....of course Seagate will bigchad-July 12
3877PC Shipments Have Strongest Quarter in Six Years -- Update DOW JONES & COMPSam-July 12
3876WDC has been showing support at 76.06 and resistance at 82.92. Technical indicatAlejandroo Green-July 12
3875WDC is undervalued. No kidding... seekingalpha.com The Market Doesn't CarUnwelcomeguest1July 12
3874Standpoint Research upgraded WDC to Buy from Hold today......bigchad1July 10
3873Samsung Begins Mass Production Of 96L 3D NAND by Billy Tallison July 9Sam-July 10
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
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