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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3975 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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3975Toshiba Memory chief shrugs off price concerns, sticks with IPO plans SeptemberBruno Cipolla13 hours ago
3974Toshiba Memory and Western Digital Celebrate the Opening of Fab 6 and Memory R&aBruno Cipolla-3 hours ago
3973Yes. [graphic]Bruno Cipolla-Monday
3972WDC – Guggenheim reiterates Buy rating, $125 PT. This price target represents a bigchad1Monday
3971Bullish crossover in MACD and Stochastic oscillator. [graphic]Alejandroo Green-Monday
3970Yeah, everyone does their "channel checks"! But whose channel checks Sam-last Saturday
3969"channel checks"bigchad-last Saturday
3968Could people at least say where their posts are from even if for some reason theSam-last Saturday
3967Things aren't as bad as they seem. As capex cuts take hold, demand (price) bigchad1last Saturday
3966The silver lining to falling NAND prices. Falling SSD prices to drive greater aSam-last Friday
3965Of course, RBC knows, or should know that NAND is just one part of WDC revenues SiliconAlley-September 11
3964Of course, RBC knows, or should know that NAND is just one part of WDC revenues Art Bechhoefer-September 11
3963RBC downgrades Western Digital on NAND headwinds Sep. 11, 2018 8:02 AM ET|By: Sam-September 11
3962Article on Seeking Alpha that says what most of us already know. Link: seekingaUnwelcomeguest1September 7
3961Western Digital Corporation's (WDC) Management Presents at Citi's 2018 GNHP-September 6
3960The more good news that comes out on WDC the more it goes down. This too shall bigchad3September 6
3959Recent investment firm analyses appear to have overreacted to the notion that grArt Bechhoefer-September 5
3958I think that poster has been right more than wrong, but not in this go-around. joncon63-September 5
3957Well, there is one poster that called the bottom $20-$25 ago when it was in the Unwelcomeguest-September 5
3956Where’s the bottom? At some point, this really will represent compelling value.joncon63-September 5
3955while making MU a top pick... : Evercore ISI introduces its “The Magnificent 7”toastr2September 4
3954The reason for today's drop is.... DJ Seagate Stock Falls After Evercore TuUnwelcomeguest2September 4
3953Western Digital Corp. ( WDC) today announced that it will participate in the folBruno Cipolla-August 29
3952"First of all, share buybacks reduce the number of shares outstanding. OncNHP-August 28
3951WDC will probably have to take an impairment, adjusting the value of the repurchSiliconAlley-August 27
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