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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4454 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
4454Someone tell WDC the 20th Century called. Wants HDDs back...BeenRetired1Thursday
4453WDC at this point is beginning to look like an interesting opportunity. But theArt Bechhoefer-Thursday
4452 * Western Digital Corp : Cowen and Company cuts target price to $50 from $70 Sam1Thursday
4451 Western Digital Stock Tumbles as Earnings Outlook Disappoints -- Barrons.com DSam1Wednesday
4450Western Digital, peers slide after FQ1 forecast miss Aug. 5, 2020 4:39 PM ET|ASam1Wednesday
4449Will look forward to WDC’s explanation of why they haven’t captured any of this SiliconAlley-Tuesday
4448Seagate Falling in Late Trade After Q4 EPS, Revenue Lags Analyst Estimates; GuiSam1July 28
4447That’s not good news for WDC. The two biggest console game makers have picked SUnwelcomeguest-July 26
4446Xbox Series X SSD from Seagate should be your DAY ONE console upgrade Shabana ABeenRetired2July 26
4445Western Digital gets bullish start on NAND potential seekingalpha.com Jul. 14,Return to Sender1July 14
4444Hadn't thought about the need for all of the mutual funds to rebalance theirUnwelcomeguest-July 13
4443General market comment Hey, Tech Investors. It's Getting Crowded In Here. -Sam-July 10
4442I missed this when it came out a couple of months ago. Can YMTC Really Win 8Sam1July 4
4441WDC makes Goldman's list of (31) stock poised to benefit. Link: marketwatchUnwelcomeguest-June 30
4440Another article received in my eTrade account about Barron's take on MU ER aUnwelcomeguest1June 30
4439Barron's article about WDC and the Benchmark upgrade with $60 PT. The upgraUnwelcomeguest1June 22
4438Upgrade out from Benchmark. Received in my eTrade account, so I can't offerUnwelcomeguest1June 22
4437Online platform operator has comments about increasing demand for storage. SomeUnwelcomeguest1June 19
4436Morgan Stanley puts a $63 target on WDC Link: m.investing.com Morgan Stanley (Unwelcomeguest1June 16
4435Semiconductor Industry: May Memory Contract Prices Released Sam-June 1
4434Not OT at all...WDC jumped 5% in 2 hours after this news - on the largest daily Charlie Smith1May 28
4433slightly OT, on Micron's leap today Micron Stock Jumps on Improved OutloSam1May 27
4432 Western Digital Stock Has Fallen Far Enough. 'Risks Are to the Upside.'Sam2May 21
4431I have never heard of Khaveen Investments, but I give instant credibility to anyUnwelcomeguest-May 20
4430from an 8k filed today; not that this is a surprise: Item 5.02 Departure of Sam-May 8
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