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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4031 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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ReplyMessage PreviewFromRecsPosted
4031Western Digital Could Jump 66% barrons.comtoastr-yesterday
4030This is nothing new, and and just an extension of what SanDisk previously starteSiliconAlley-Wednesday
4029WDC: "Ultrastar DC ME200 Memory Extension Drive"...…………………………………………………BeenRetired-Wednesday
4028One interesting trend that leads to lower NAND flash demand is that sales of lowSiliconAlley3last Friday
4027One interesting trend that leads to lower NAND flash demand is that sales of lowArt Bechhoefer1last Friday
4026Chips slide after Skyworks' Q1 warning Nov. 9, 2018 10:59 AM ET|By: BrandySam-last Friday
4025Moody's downgrades Western Digital Nov. 8, 2018 1:29 PM ET|About: WesternSam-November 8
4024The pricing and performance of the 5210 ION SSD spells the end of the HD businesSiliconAlley-November 7
4023The pricing and performance of the 5210 ION SSD spells the end of the HD businesArt Bechhoefer-November 7
4022 Micron Positions QLC to Lead Market Transition from Hard Disk Drives to Solid Sam-November 7
4021October Contract Prices for NAND Flash Chips/Wafers Witnessed Continued Price DSam-November 6
4020cnn.comstorage_savant-November 4
4019that WDC margins on solid state, nonvolatile memory (i.e., NAND flash) are much SiliconAlley-October 31
4018 by delaying increases in production capacity They are not delaying increases iSiliconAlley-October 31
4017I don't disagree with you. What I should have stated in comparing MU and WDArt Bechhoefer-October 31
4016Art, Micron and WDC are really in different markets. MU primary market is sellifranklin1-October 31
4015The latest announcement form Samsung, cutting capital spending in light of sloweArt Bechhoefer-October 31
4014Samsung Cuts Back Capital Spending as Earnings Top Estimates By Sam Kim OctobeSam-October 31
4013Art, both Hynix and Samsung have already said that they are delaying expansion pSam1October 29
4012If WDC is signaling its customers that, by delaying increases in production capaArt Bechhoefer-October 29
4011A little late.... Loop steps to WDC sidelines on NAND pricing Oct. 29, 2018 7:Sam1October 29
4010I read the WDC all again, and yes I see their production reduction will kick in Elroy-October 26
4009After reading the transcript of the WDC conference call, I'm inclined to belArt Bechhoefer-October 26
4008<i>What other factors might be responsible?</i> There is a large suElroy-October 26
4007It's possible that one reason for apparent excess wafer capacity going forwaArt Bechhoefer-October 26
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