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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4160 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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4160How Huawei Became a Target for Governments By Bloomberg News | Bloomberg May Sam-11 minutes ago
4159 Toshiba Memory to Buy Out Shares From Apple, Dell DOW JONES & COMPANY, INCSam-5 hours ago
4158Flash Forward term extended to December 31, 2034, adding 7 years. Buy.SiliconAlley-last Friday
4157512GB SSDs' Price-per-GB Estimated to Fall Below US$0.1 and Hit an All-time Sam2May 9
4156Shipments of PC Hard Drives Predicted to Drop By Nearly 50% in 2019 by Sam3May 6
4155Tomorrow will likely not be pretty. Dow futures drop more than 450 points amid Sam1May 5
4154Given those prices, who in the world would buy an MLC chip? Someone who wants SiliconAlley-May 1
4153My guess is that those are spot prices. Larger companies typically don't buySam-April 30
4152Curious if anyone understand this topic....... If I look at the ChinaFlashMarkeElroy-April 30
4151And now, it's actually UP by almost 2%. While you were doing a Chicken LittUnwelcomeguest1April 30
4150 the Q1 results were perhaps a bit worse than expected, The company just reporSiliconAlley-April 30
4149Yeah, well as I said the Q1 results were perhaps a bit worse than expected, but Elroy-April 30
4148"this essentially prices the stock at the bottom and any bad news coming ouUnwelcomeguest-April 30
4147Things are worse at Samsung because their mobile division is also dragging them Sam2April 30
4146The WDC forward guidance seemed pretty good, actually. They are guiding toward Elroy-April 30
4145Samsung slide 5 at (click on "Presentation slides dSam-April 29
4144NAND Manufacturers Slash Output as Prices Crater By Joel Hruska on April 29, 20Sam1April 29
4143I don't think anything anyone could say is going to change your mind, but itUnwelcomeguest1April 29
4142WDC had $2.67b of inventory in Q1 2018. They had $3.4b of inventory in Q4 201Elroy-April 29
4141<i>Furthermore fundamentals don't always tell the story. That's wElroy-April 28
4140We will get some data points tomorrow evening. Some cycles are absolutely horribReturn to Sender1April 28
4139Fine. What's your guess on the next quarter where WDC will show year on yeaElroy-April 28
4138"If WDC's revenues are going to decline for the nexy 6-7 quarters in a Unwelcomeguest1April 28
4137the company is going to head toward bankruptcy because the NAND industry isn'SiliconAlley-April 26
4136<i>this essentially prices the stock at the bottom and any bad news comingElroy-April 26
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