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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4716 66 2 WDC
Emcee:  Sam Type:  Moderated
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4652Be you tee full.SiliconAlley-4/29/2021
4651More on that from Tom's Hardware. Hard Drive Prices Skyrocket In Asia Due tSam-4/27/2021
4650Chia Cryptocurrency Expected to Cause Hard Drive and SSD Shortages pcmag.comstorage_savant34/19/2021
4649Where's the SanDisk (oops, WDC) Gelsinger. Sanjay? anyone?...anyone?...BeenRetired-4/16/2021
4648TOKYO (Reuters) - Japan Investment Corp (JIC) and Norinchukin Bank are consideriBruno Cipolla14/15/2021
4647Controversial Toshiba CEO steps down, shares jump on bidding war expectations BySam-4/14/2021
4646My impression is that disk is a low cost, zero to negative growth cash cow YourSiliconAlley-4/12/2021
4645<I>Disk drive revenue is increasing, not decreasing. </I> Sounds haElroy-4/12/2021
4644MU wouldn’t have to spin off the WDC disk drive business, they could keep it andSiliconAlley-4/12/2021
4643I am sure that everything is under consideration at this point. Geez, Toshhiba sSam-4/11/2021
4642MU wouldn’t have to spin off the WDC disk drive business, they could keep it andElroy-4/10/2021
4641I am just spitballing here, but I think Micron will make an offer to buy WDC to Unwelcomeguest-4/10/2021
4640Activists Get Their Moment in Japan With $21 Billion Toshiba Bid By Gearoid ReiSam-4/8/2021
4639I just can't figure out what China would have to say about it and I don'SiliconAlley-4/7/2021
4638I just can't figure out what China would have to say about it and I don'Unwelcomeguest14/3/2021
4637I don't know. I would guess that Japan would approve it with the same kind oSam-4/2/2021
4636I think he meant to say, '...as to whether China (Japan) would approve any sUnwelcomeguest-4/2/2021
4635 When It Comes To Any Deal, '$30B For Kioxia Is Rich' Says Wedbush -- MaSam14/1/2021
4634 Kioxia Sales Talks Could Spur Micron to Buy Western Digital, Analyst SpeculateSam34/1/2021
4633They will never be allowed to sell the HD division to Seagate. They are already Sam-3/31/2021
4632Yeah, or just sell the disk business to Seagate, and merge the NAND groups of WDElroy-3/31/2021
4631That's what I think pretty much. They will need some more NAND heft to compeSam13/31/2021
4630Interesting. WDC probably makes more sense. Or maybe MU and WDC merge, and also Elroy-3/31/2021
4629 Micron, Western Digital each exploring possible deal for Japanese chip maker KSam13/31/2021
4628latest [graphic] [graphic]Bruno Cipolla13/25/2021
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