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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4497 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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4497Morgan Stanley wrong again.... Western Digital share gains after Q3 beats, upsiSam-yesterday
4496Yes, the headline is very misleading. It could have mentioned that they still beSam-yesterday
4495Western Digital to Fall Well Below Fiscal Q1 Consensus Morgan Stanley expects WElroy-yesterday
4494 Western Digital to Fall Well Below Fiscal Q1 Consensus, Guidance Likely to RefSam1yesterday
4493Seagate slides after FQ1 sales miss on enterprise weakness, pulling down WesternReturn to Sender1last Thursday
4492Western Digital still has over 50% upside after Intel-related rally, says BenchmReturn to Sender-October 20
4491WSJ's article on the Intel-Hynix deal Intel Enters Deal to Sell NAND MemorySam1October 20
4490 South Korea's SK Hynix to buy Intel's NAND business for $9 billion REUSam1October 19
4489Wow! More consolidation in NANDville! Intel Nears Deal to Sell NAND Memory UniSam-October 19
4488 Wall Street Week Ahead: Big tech nervousness prompts calls to diversify REUTERSam1October 16
4487UPDATE 1-Japan's Kioxia to seek listing as early as Dec after delay -paper Bruno Cipolla-October 12
4486I'm not happy owning wdc, i should have sold sandisk years ago..i just poinsndk1000-October 11
4485WDC has a declining disk drive business. Why would you want to own WDC (disk Elroy-October 10 doesn't anyone like wdc??sndk1000-October 9
4483WD Black SN850 SSD looks to steal the PCIe 4.0 limelight from Samsung’s 980 Pro BeenRetired-October 9
4482PCIe 4: Western Digital Launches New WD Black NVMe SSDs And Thunderbolt Dock [BeenRetired-October 9
4481Overall Memory ASP Projected to Decline by Nearly 10% Given Persistent OversupplSam1October 8
4480Japan's Sony and Kioxia seeking U.S. approval to supply to Huawei - Nikkei Bruno Cipolla-October 4
4479OT -- not related to HDs, but related to tech and IPOs. And what HDs and SSDs arSam-September 29
4478I've got it. Spinoff NAND and rename it SanDisk. Hire SanjayBeenRetired3September 29
4477Kioxia delays listing on Tokyo bourse amid U.S.-China tensions [graphic]Kioxia Bruno Cipolla1September 29
4476It is far more likely to spin off the HDD business, pay down debt, and be acquirSiliconAlley1September 25
4475 This Cloud Player Might Not Be as Flashy as Snowflake or Zoom, but It Could HavSam1September 25
4474First thing I thought was that they would be spinning back off the flash businesReturn to Sender-September 23
4473I would guess that they will sell their flash unit to either Hynix. Hynix is likSam-September 23
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