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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4270 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:
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ReplyMessage PreviewFromRecsPosted
4270Western Digital to Present at Upcoming Investor Conferences November 13, 2019 0Sam-yesterday
4269Backs Up Against The Memory And I/O Walls November 4, 2019Michael Feldman nextSam3November 4
4268Motley Fool author bullish on WDC. Link: Western Digital Is on the Unwelcomeguest1November 4
4267 It's 2019 and estimates for 2022 are....worthless. Most successful investSiliconAlley1November 1
42661. When did I say the stock was going back to the $30s? I am fully invested agUnwelcomeguest-November 1
4265This article seems to indicate it STILL isn't time to buy All one has to doSiliconAlley1November 1
4264Seagate -5.7% despite beats, in-line outlook Nov. 1, 2019 8:18 AM ET|About: SSam1November 1
4263Hoping for a Solid State CEO... Flogging buggy whip platters simply NOT gunna cBeenRetired-November 1
4262This article seems to indicate it STILL isn't time to buy until you get to tUnwelcomeguest-October 31
4261Re Forward Guidance: Under promise and over deliverdeepsee1October 31
4260I have to admit that the volume on the selling today was just awful. You could bReturn to Sender1October 31
4259Worst performance I have ever seen with this stock even going back to the SandisUnwelcomeguest-October 31
4258Added to position at $52.21. Keep the faith.SiliconAlley-October 31
4257I believe you have it wrong, the target is actually $550. ;-P Maybe she just mUnwelcomeguest-October 31
4256Must be well on our way to $500. I have it from reliable source... Top guy desBeenRetired-October 31
4255Looks like China trade package fears have added another couple of bucks to the dUnwelcomeguest-October 31
4254RTS, I hope you are right a lot more than me, but if you were a Sandisk investorUnwelcomeguest1October 30
4253You really think the stock is going to struggle for months? I doubt that. PlusReturn to Sender1October 30
4252Looks like the response to Sandisk's ERs in days gone by. Stock gets slaughUnwelcomeguest1October 30
4251 Western Digital Stock Is Tumbling After Beating Earnings Estimates. Heres Why. Return to Sender-October 30
4250WDC says the trough in NAND has been reached.Sam1October 30
4249WDC sinking AH. Now down to 55.29-55.41, after closing at 62.16. But it is bouncSam-October 30
4248Western Digital Announces Financial Results for First Quarter Fiscal Year 2020 Sam-October 30
4247Western Digital CEO, Steve Milligan, to retire Published 5 minutes ago Briefing.Sam-October 30
4246STX, WDC estimates raised on hyperscale demand Oct. 29, 2019 8:55 AM ET|About: Sam-October 29
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