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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4228 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
4228I think WDC is off a bit today because of the sale of a business unit. People aUnwelcomeguest-5 hours ago
4227And JPM is joining the crowd with an Overweight for Micron on improved NAND pricSam17 hours ago
4226FWIW, MU has been reiterated as a 'Buy' with a $59 PT by Goldman today. Unwelcomeguest-Wednesday
4225I think the answer to the sudden increase in options volume for WDC is tied to aSiliconAlley-Tuesday
4224I think the answer to the sudden increase in options volume for WDC is tied to aArt Bechhoefer1Tuesday
4223Perhaps. It could. However, 18500+ contracts written at any strike price for ANYdeepsee-Monday
4222There appears to be very large call volume on the nearest expiration date, with Art Bechhoefer-Monday
4221Anybody notice the option volume on WDC today??? Who is buying Western Digital??deepsee-Monday
4220Barron's is out with a similar sentiment today, but only mentions MU. StillUnwelcomeguest-September 11
4219Longbow Research sees improving chip trends, upgrades Micron September 11, 2019 Sam-September 11
4218 Western Digital Accelerates Leadership in Next-Generation Data Center ArchitecSam1September 10
4217latest 5 analyst's opinions [graphic]Bruno Cipolla-September 9
4216Toshiba Memory’s Operation Could Make Huge Gains From the Acquisition of Lite-OnSam-September 8
4215Activist threat: Why these five companies could come under attack BeenRetired1September 6
4214Western Digital Is Maintained at Buy by Mizuho 7:04 AM ET 9/4/19 | Dow Jones WesUnwelcomeguest2September 4
4213Evercore upgrades WDC, sees NAND inflection Sep. 3, 2019 7:56 AM ET|About: WeSam2September 3
4212 SanDisk Extreme Portable SSD - 1TB SKU SDSSDE60-1T00-G25 Qty Sam-August 28
4211 Toshiba Talks 5-Bit-per-Cell Flash, Demo's First PCIe 4.0 Enterprise SSDs Bruno Cipolla1August 26
4210Western Digital to Present at Upcoming Investor Conferences [graphic] BusinessSam1August 22
4209Here are a couple of excerpts from AMAT's CC that are relevant to DRAM and NSam5August 16
4208Fall in Prices Offset Bit Shipment Growth, with 2Q19 Revenues of NAND Flash BranSam2August 15
4207Micron at KeyBanc Technology Leadership Forum sees demand coming back in a prettCharlie Smith3August 12
4206I have it on good authority: $500 a share...BeenRetired-August 12
42059 Tech Stocks Poised for Takeovers Amid Market’s Turmoil BY MATTHEW JOHNSTON Bruno Cipolla2August 12
4204Samsung Gen6 V-NANDBeenRetired-August 10
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