SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4701 66 2 WDC
Emcee:  Sam Type:  Moderated
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
4632Yeah, or just sell the disk business to Seagate, and merge the NAND groups of WDElroy-March 31
4631That's what I think pretty much. They will need some more NAND heft to compeSam1March 31
4630Interesting. WDC probably makes more sense. Or maybe MU and WDC merge, and also Elroy-March 31
4629 Micron, Western Digital each exploring possible deal for Japanese chip maker KSam1March 31
4628latest [graphic] [graphic]Bruno Cipolla1March 25
4627Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom was SiliconAlley-March 22
4626Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom wasUnwelcomeguest-March 21
4625"Bottom line here: Intel has to win, somehow, with its huge investment in 3SiliconAlley-March 17
4624Micron Technology Inc on Tuesday said it will put a chip factory in Lehi, Utah uBargain Hunter1March 16
4623Western Digital Announces Virtual Investor Event to Showcase Flash Technology OvSam-March 11
4622Latest analyst opinions, from etrade, since january [graphic] [graphic] [graphicBruno Cipolla1March 11
4621Western Digital price target boosted at Stifel after business split improved valSam1March 11
4620Western Digital Unveils SanDisk Extreme Portable SSDs The company claims that thSam-March 8
4619I think forecasting a nand price increase to occur six months from now takes morSiliconAlley1March 5
4618It's not as simple as the notion that "rising prices dampens demands.&qSiliconAlley1March 5
4617Hi Art, Price increases for NAND will reduce demand for NAND. It’s common senseElroy-March 5
4616It's not as simple as the notion that "rising prices dampens demands.&qArt Bechhoefer-March 5
4615Rising prices dampens demand. It happened (NAND but price increases) in the cElroy-March 5
4614The usual explanation: demand will outstrip new supply.Sam-March 5
4613<I>NAND ASPs are forecast for a flattish Q/Q performance in calendar Q2 duElroy-March 5
4612Western Digital upgraded at Goldman ahead of NAND pricing growth Mar. 05, 2021 8Sam-March 5
4611Owing to High Demand from Smartphone Manufacturers, NAND Flash Revenue UndergoesSam1March 3
4610Received an update to your article in my eTrade account today. Here is the textUnwelcomeguest-March 1
4609 Western Digital and Micron Rally on Upbeat Outlook for Memory-Chip Pricing -- Sam2February 24
4608For those who haven't seen it, another example of Western Digital's entrSiliconAlley1February 19
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):