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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
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:
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ReplyMessage PreviewFromRecsPosted
4702Merger talks between Western Digital and Kioxia stall - sourcesBruno Cipolla110/26/2021
4701WDC might benefit from Apple's latest iPhone. The iPhone 13 Didn't SurpSam19/17/2021
4700seekingalpha.comBruno Cipolla-9/14/2021
4699Kioxia favours IPO over Western Digital merger offer-paper Reuters September 02,Sam-9/2/2021
4698Anybody know what's up with WDC today? It just jumped a few bucks mid-day SiliconAlley28/25/2021
4697Western Digital in Advanced Talks to Merge With Kioxia in $20 Billion-Plus DealSam18/25/2021
4696Anybody know what's up with WDC today? It just jumped a few bucks mid-dayElroy-8/25/2021
4695Seagate, Western Digital stocks slump after recent crypto rally Aug. 24, 2021 1franklin1-8/24/2021
4694For those who have not seen, Yahoo shows next year's projected growth rate aSiliconAlley28/6/2021
4693I'm comparing stellar financial numbers (SIMO) with with fairly average if nSiliconAlley-8/5/2021
4692<i>Nonetheless, the comparison of SIMO to them is a little nuts</i> Elroy-8/4/2021
4691WDC has massive Cap Ex needs every year. You appear to lack a basic understandiSiliconAlley-8/4/2021
4690I think that the fact that there has been little discussion on the board impliesSam18/4/2021
4689WDC the articles and comments I'm reading say it was a really great quarter,Elroy-8/4/2021
4688I'm just curious why WDC's results are "good". 1% annual saleElroy-8/4/2021
4687You are comparing a company that just made $221m of revenue for their quarter wiSam28/4/2021
4686<i>It looks like a great report at first glance!</i> Why? Annual sElroy-8/4/2021
4685Whoops-- "After getting sold immediately *after* the release..."Sam-8/4/2021
4684After getting sold immediately the release, the stock is now more or less flat ASam-8/4/2021
4683Kioxia Demos HLC 3D NAND and Talks About OLC NAND By Anton Shilov 7 days ago SBruno Cipolla-8/4/2021
4682SIMO now forecasting 2021 revenues to grow 65% to 70% This is the WDC board. PSiliconAlley-8/2/2021
4681Others disagree with you. UWGUnwelcomeguest-8/2/2021
4680SIMO now forecasting 2021 revenues to grow 65% to 70% (after growing 18% in 2020Elroy-7/30/2021 Malaysian authorities seized bitcoin mining rigs Upgrade opportunity!SSDiesel17/19/2021
4678I've got Silicon Alley on ignore, so I have no idea what he's posting.Elroy17/8/2021
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