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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4759 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:
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4759Just another Japan Inc zombie. See Renesas. Glad I sold...years agoBeenRetired-last Friday
4758Toshiba says it will 'support' $15 bn takeover bid AFP News Thu, 23 MarSam-last Thursday
4757Apollo And Elliott Invest $900M In Western Digital; Likely To Aid In Evaluating Bruno Cipolla-February 13
4756JIP makes $15.2bn bid for Toshiba Japan Industrial Partners (JIP) finally submiBruno Cipolla1February 13
4755BeenRetired-February 7
4754Western Digital Results Beat On Revenue But A Big Miss On Earnings BRIAN DEAGONBruno Cipolla1January 31 Some Perspectives On A Potential Kioxia/WDC NAND Merger Recently theBruno Cipolla-January 31
4752Western Digital stock rallies after Bloomberg says possible Kioxia merger could Sam-January 23
4751[graphic]Bruno Cipolla1January 21
4750Since the greatest volume of HDD sales has traditionally been at the lowest capaBargain Hunter-January 18
4749HDD Shipments Almost Halved in 2022 By Mark Tyson published about 20 hours Sam-January 17
4748Western Digital to Announce Second Quarter Fiscal 2023 Financial Results on JanuSam-January 17
4747paid mainly to move prices. See 1%.BeenRetired1January 13
4746lol, the success rates and average returns for those guys aren't exactly aweSam2January 11
4745[graphic] [graphic] [graphic]Bruno Cipolla-January 11
4744 Western Digital, Kioxia Revive Merger Talks With Flash Memory Demand Sinking YBruno Cipolla-January 9
4743Western Digital, Kioxia Revive Merger Talks With Flash Memory Demand Sinking DisBruno Cipolla1January 6
4742Western Digital downgraded to Sell at Goldman Sachs; shares plunge PUBLISHED THBruno Cipolla212/15/2022
4741US to add Chinese chipmaker to trade blacklist YMTC and others may go on ‘entitySam-12/14/2022
4740Enterprise SSD Revenue Slid to US$5.22 Billion for 3Q22 and Will Fall by AnotherSam112/5/2022
47393D NAND, memory market falls 24% November 28, 2022 by David Demand for 3D NAND Bruno Cipolla-12/5/2022
4738T he global 3D Memory market size is expected to grow at a compound annual growtBruno Cipolla-11/28/2022
4737Analyst reports major NAND market contraction By Chris Mellor - November 24, Bruno Cipolla111/28/2022
4736Kioxia has unexpectedly opened a new flash memory factory – despite the market sBruno Cipolla110/31/2022
4735Has WDC fallen enough? Western Digital rises even as Morgan Stanley cuts estimaSam-10/25/2022
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