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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4360 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
4360Top 5 IC manufacturers have 53% of worldwide capacity In contrast, the top fiveBruno Cipolla-7 hours ago
4359Western Digital Powers Mobile Applications in the 5G Era 8:00 AM ET 2/18/20 | BuUnwelcomeguest-yesterday
4358Spotted this article about gaming consoles with a comment about memory. "TUnwelcomeguest-last Friday
4357I am surprised to see Savitz saying this: "DRAM is used in desktop computerSiliconAlley1last Thursday
4356I am surprised to see Savitz saying this: "DRAM is used in desktop computerSam-last Wednesday
4355Received in my eTrade account today regarding Micron. Bolding is mine. Micron Unwelcomeguest1last Wednesday
4354I didn't see this upgrade for MU yesterday and I see it hasn't been postUnwelcomeguest-February 7
4353Western Digital to Present at Upcoming Investor Conferences SAN JOSE, CSam-February 4
4352Bullish indication in Stochastic oscillator and RSI. Looking for breakout at 7Alejandroo Green-February 4
4351I certainly would love to have Zeev still here. He was the best of the best.Sam-February 3
4350We'll see in the ripeness of time It has been a long time since Ze'ev Greg Hull-February 3
4349The terms weren't disclosed. I am strictly speculating here but IMHO they aSam-February 3
4348It would be helpful to know the terms of the sale. Did Western Digital sell theArt Bechhoefer-February 3
4347Western Digital Announces Sale of ActiveScale Business to Quantum Sam-February 3
4346The fear of what the virus will do to international business is overshadowing evSam1January 31
4345Western Digital and Kioxia Announce BiCS5 112-Layer 3D NAND by Billy Tallis onBeenRetired-January 31
4344Pretty bizarre price action. Just shows what these investment houses can do wheUnwelcomeguest-January 31
4343Well, that didn't last long. So much for AH quotes predicting the next day&#Sam-January 31
4342Western Digital stock climbs after results show 'earnings power on the riseSam-January 31
4341The guidance is the good thing in the WDC report. Normally Q1 2020 should be doElroy2January 30
4340B-A is $71.30-71.55 at the moment. As that implies, the CC is extremely bullishSam-January 30
4339 Western Digital Stock Is Spiking on Solid Earnings and a Strong Outlook -- BarSam-January 30
433804:34 PM EST, 01/30/2020 (MT Newswires) -- Western Digital's(WDC) adjusted Sam-January 30
4337Western Digital shares rise 6% on narrowing losses By Sam-January 30
4336 Western Digital Announces Financial Results for Second Quarter Fiscal Year 202Sam-January 30
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