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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4557 67 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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4557 Seagate Stock Falls Despite Earnings and Sales Beat -- Barrons.com DOW JONES &Sam1last Thursday
4556I still have mine, purchased in the teens.SiliconAlley-last Wednesday
4555Hello all, thought I would revisit this nearly 4-yrs old Off Topic subject. NVMJCnieuwenj-last Wednesday
4554 Western Digital to Announce Second Quarter Fiscal 2021 Financial Results on JaSam1January 11
4553Those who have given up on this stock will pay the price in 2021. Happy New YeaSiliconAlley-12/31/2020
4552More gaming magic from WDC, for our middle eastern friends: techradar.comSiliconAlley-12/17/2020
4551Wow! You've just told us that in the latest quarter WDC had 8 times the casSiliconAlley-12/16/2020
4550Hmm, a quick look at WDC confirms my view of it - no good. You're a bright SiliconAlley-12/16/2020
4549Here's another quick comparison of WDC and SIMO. Sep Q WDC revenues = ~$4 bElroy-12/16/2020
4548Hmm, a quick look at WDC confirms my view of it - no good. Sep Q revenues were Elroy-12/16/2020
4547The best indicator of that business outperformance would be share gains. Again,SiliconAlley-12/16/2020
4546<i>WDC is not in the business of selling controllers</i> Of course.Elroy-12/16/2020
4545For those who are interested in SSD market share, this is the bible, available fSiliconAlley-12/16/2020
4544If SIMO spends that much to make one, they can sell it to 30+ major customers. SiliconAlley-12/16/2020
4543I understand your opinion. I’m asking for facts which would support the opinionElroy-12/16/2020
4542Unless WDC is massively gaining share on the other NAND makers for some reason, SiliconAlley-12/16/2020
4541<i>Great article about NAND flash controllers, and the reason why major NAElroy-12/15/2020
4540Great article about NAND flash controllers, and the reason why major NAND playerSiliconAlley-12/15/2020
4539go awayElroy112/13/2020
4538Here are some quotes in which the companies are claiming to be the 'bestest&SiliconAlley-12/13/2020
4537Here are some quotes in which the companies are claiming to be the 'bestest&Unwelcomeguest112/13/2020
4536I'm 17th to put on Ignore. 2 bans, too...BeenRetired-12/12/2020
4535It's a fact that just about every NAND producer makes claims about their accSiliconAlley-12/11/2020
4534news.samsung.com news.samsung.com investor.wdc.com westerndigital.com bloombUnwelcomeguest112/11/2020
4533Chip Scaling, China Spending Fuel Fab Capex Surge By GeoSam-12/11/2020
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