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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4650 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
4650Chia Cryptocurrency Expected to Cause Hard Drive and SSD Shortages pcmag.comstorage_savant1Monday
4649Where's the SanDisk (oops, WDC) Gelsinger. Sanjay? anyone?...anyone?...BeenRetired-last Friday
4648TOKYO (Reuters) - Japan Investment Corp (JIC) and Norinchukin Bank are consideriBruno Cipolla1last Thursday
4647Controversial Toshiba CEO steps down, shares jump on bidding war expectations BySam-last Wednesday
4646My impression is that disk is a low cost, zero to negative growth cash cow YourSiliconAlley-April 12
4645<I>Disk drive revenue is increasing, not decreasing. </I> Sounds haElroy-April 12
4644MU wouldn’t have to spin off the WDC disk drive business, they could keep it andSiliconAlley-April 12
4643I am sure that everything is under consideration at this point. Geez, Toshhiba sSam-April 10
4642MU wouldn’t have to spin off the WDC disk drive business, they could keep it andElroy-April 10
4641I am just spitballing here, but I think Micron will make an offer to buy WDC to Unwelcomeguest-April 10
4640Activists Get Their Moment in Japan With $21 Billion Toshiba Bid By Gearoid ReiSam-April 8
4639I just can't figure out what China would have to say about it and I don'SiliconAlley-April 7
4638I just can't figure out what China would have to say about it and I don'Unwelcomeguest1April 3
4637I don't know. I would guess that Japan would approve it with the same kind oSam-April 2
4636I think he meant to say, '...as to whether China (Japan) would approve any sUnwelcomeguest-April 2
4635 When It Comes To Any Deal, '$30B For Kioxia Is Rich' Says Wedbush -- MaSam1April 1
4634 Kioxia Sales Talks Could Spur Micron to Buy Western Digital, Analyst SpeculateSam3April 1
4633They will never be allowed to sell the HD division to Seagate. They are already Sam-March 31
4632Yeah, or just sell the disk business to Seagate, and merge the NAND groups of WDElroy-March 31
4631That's what I think pretty much. They will need some more NAND heft to compeSam1March 31
4630Interesting. WDC probably makes more sense. Or maybe MU and WDC merge, and also Elroy-March 31
4629 Micron, Western Digital each exploring possible deal for Japanese chip maker KSam1March 31
4628latest [graphic] [graphic]Bruno Cipolla1March 25
4627Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom was SiliconAlley-March 22
4626Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom wasUnwelcomeguest-March 21
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