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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4739 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:
investor.wdc.com
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ReplyMessage PreviewFromRecsPosted
4739Micron and WD proposes to form memory coalition amid fierce competition with ChiBeenRetired-last Friday
4738Talking with Micron’s Jeremy Werner & Pure Storage’s Bill Cerreta About MicrSam1July 28
4737Western Digital to Announce Fourth Quarter and Fiscal Year 2022 Financial ResultSam1July 14
4736Activist investors join Toshiba board to pave the way to sale Appointments said Sam-June 28
4735Western Digital Reaches Settlement With Activist Investor Elliott Company says iSam-June 8
4734It’s Time to Go Bargain-Hunting in Tech. 2 Stocks That Look Impossibly Cheap. Sam-May 13
4733Western Digital spins out 10-platter drives Sam-May 10
4732Western Digital rises for second day as Citi maintains buy after Elliott calls fSam-May 4
4731For sale: Toshiba considering a buyout By Chris Mellor - April 25, 2022 Bruno Cipolla1May 3
4730Here is the Reuters article on Elliott's offer-- Elliott offers $1 billionSam-May 3
4729Western Digital soars as activist Elliott calls for separation of flash businessSam-May 3
4728Western Digital Non-GAAP EPS of $1.65 beats by $0.16, revenue of $4.38B beats bySam1April 28
4727Western Digital, Seagate slip as Susquehanna downgrades on concerns of weaker deSam1April 14
4726FYI: Samsung, Western Digital join forces on next-gen SSD technology [graphicBeenRetired1March 31
4725HOLD THE DATE: Western Digital to Host its 2022 Investor Day on May 10, 2022 MaSam-March 25
4724Fab K2 (Kitakami 2) from Reuters Wed, March 23, 2022, 2:06 am TOKYO (Reuters) -Bruno Cipolla2March 23
4723icinsights.com [graphic] icinsights.com [graphic]Bruno Cipolla1March 23
4722Western Digital Corp. (NASDAQ: WDC) today announced management participation in Sam-February 16
4721NAND Flash Pricing Set to Spike 5-10% in Q2 Due to Material Contamination at WDCSam1February 12
4720Western Digital Non-GAAP EPS of $2.30 beats by $0.18, revenue of $4.83B beats bySam2January 27
4719STX is up almost 20% a few minutes after the open, bouncing around between $114-Sam-January 27
4718Seagate Stock Spikes. The Disk-Drive Maker Predicts Wider Margins Ahead. Sam-January 27
4717Seagate is sharply up premarket to $105.50-105.61 from 95 and change yesterday aSam-January 27
4716Micron and Western Digital Are Top Semi Picks as Supply-Chain Constraints Ease -Sam-January 13
4715Samsung shipped over half of world’s enterprise SSDs in Q3, say analysts By ChrSam-January 7
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