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WDC, NAND, NVM, enterprise storage systems, etc.
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Emcee:  Sam Type:  Moderated
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3404looks like china is putting up a stink about Toshiba sale. antitrust probe. dobigchad-12/14/2017
3403Apple gets an allocation and does not buy on the open market. The dynamics of oSiliconAlley-12/14/2017
3402that strikes me as nonsense. Is Toshiba going to give away all of their NAND to Sam112/14/2017
3401Allocation/participation in future expansions. Now that there is a Fab 6 agreemSiliconAlley-12/14/2017
3400What are the business decisions that you believe Apple and Bain will make that wSam112/14/2017
3399Operational decisions are made by middle management. Business decisions are madSiliconAlley-12/14/2017
3398What is the distinction you are making?Sam112/14/2017
3397This has nothing to do with operational decisions, and everything to do with busSiliconAlley-12/14/2017
3396First of all, I find it hard to believe that WDC would allow Bain and Apple to hSam112/14/2017
3395Because they will have a major hand in every decision going forward. Toshiba anSiliconAlley-12/14/2017
3394Why will Bain and Apple be "crippking"? I'm not really concerned aSam112/14/2017
3393Whether Toshiba is crippled or not is irrelevant to the investment in WDC. BothSiliconAlley-12/13/2017
3392<i>Toshiba got everything they wanted. WDC survived, but is crippled for Sam112/13/2017
3391<i>Had it owned TMC -- both the old and the new factories -- Western DigiSam112/13/2017
3390WDC is now a stock with an expiration date on it. Two year target $170. When tSiliconAlley-12/13/2017
3389Let's just call this settlement between Toshiba Memory Corp. and Western DiSiliconAlley-12/13/2017 Toshiba Defeats Western Digital (Wink) By bigchad-12/13/2017
3387If the answer to above question is "Yes," then S.A. is correct, this dSiliconAlley-12/13/2017
3386The agreement to participate in funding Fab 6 is the “most important” element, wSiliconAlley-12/13/2017
3385So this is confusing to me: WDC was clear to mention on its slide deck that STXSam-12/13/2017
3384Given that I'm a she, your fundamental analysis skills are showing clearly. SiliconAlley-12/13/2017 Tech Trader Daily Western Digital: bigchad112/13/2017
3382I'll use the same messages as your hero.....this isn't about personal atbigchad-12/13/2017
3381I looked it up in the dictionary. Definitely bigchad.SiliconAlley-12/13/2017
3380Thank you for posting this, Bruno. It is nice to read something on-topic and nonGreg Hull312/13/2017
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