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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4435 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
4435Semiconductor Industry: May Memory Contract Prices Released Sam-last Monday
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
4429Where are the PCIe 4 SSS? All I see on New Egg is 5 star rated SSS from many othBeenRetired-May 5
4428 ...should be able to pay off the $4B fairly rapidly... Debt is currently arounSiliconAlley-May 5
4427Much as this action on WDC's part hurts me personally, (I own a lot of the sdeepsee-May 1
4426The return on investment matters principally for the long term, and that equals SiliconAlley1May 1
4425Tech had been strong recently because of the work from home thesis, which hyped stsimon-May 1
4424"Actually, no, because of something called ex-dividend . . ." ActuallArt Bechhoefer-May 1
4423Aside from the fact that they are suspending their dividend, everything is down Sam1April 30
4422duplicateSam-April 30
4421Any idea what's the big problem with the WDC report? They guided to about fElroy-April 30
4420If earnings growth were approximately the same in both companies, or at least ifSiliconAlley-April 30
4419Western Digital reports revenue beat, suspends dividend Apr. 30, 2020 4:18 PM ESam2April 30
4418Western Digital Reports Fiscal Third Quarter 2020 Financial Results News SummarySam1April 30
4417<i>The option trades reported yesterday were in advance of the latest earnElroy-April 29
4416The option trades reported yesterday were in advance of the latest earnings repoArt Bechhoefer-April 29
4415A bit off topic, but perhaps someone here has some idea on this one......... SIElroy-April 28
4414MU makes NAND memory, some NAND system level products (SSDs, uMCP modules) and DElroy2April 28
4413The fact that WDC and MU share prices seem to fluctuate in tandem indicates the Art Bechhoefer1April 28
4412These arguments about which stocks in the space are better are always amusing. Return to Sender1April 27
4411"For those looking for a great value stock in the technology space today, Art Bechhoefer2April 27
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