WDC, NAND, NVM, enterprise storage systems, etc.

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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.

An SI Board Since May 2016

Posts	SubjectMarks	Bans	Symbol
4880	67	2	SNDK

Emcee: Sam	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
4880	Barclays Upgrades Sandisk to Overweight From Equalweight, Adjusts PT to $2,300 F	Sam	-	May 27
4879	Evercore ISI Group Maintains Outperform on Western Digital, Raises Price Target	Sam	-	May 27
4878	Barclays Adjusts Price Target on Western Digital to $620 From $450, Maintains Ov	Sam	-	May 27
4877	Sandisk CEO Says Memory Market Will Stay 'Undersupplied.' AI Is Changin	Sam	-	May 21
4876	$6.2 Billion in 30 Days: How Sandisk, Micron And Seagate Powered One Of The Fast	Sam	1	May 11
4875	Micron 6600 ION 245TB SSD Announced By Cliff Robinson - May 5, 2026 Micron	Sam	1	May 9
4874	Micron pr--the stock is now over $600 premarket! Industry-Leading 245TB Micron	Sam	-	May 5
4873	Ah, so they span out SNDK to WDC owners? I didn't know that. That's fi	Elroy	-	May 3
4872	WDC management's decision to spin out SNDK in Q1 2025 has got to go down wit	Bargain Hunter	2	May 3
4871	Do you know if WDC and STX plan to open any new disk drive factories to meet the	Elroy	-	May 3
4870	Western Digital Beats Earnings Estimates. The Stock Is Falling Anyway. -- Barron	Sam	-	May 3
4869	their decision to spin out SNDK cost WDC shareholders $150b in value. Once agai	Sam	-	May 3
4868	<i> There was no guarantee that what happened would have happened.</	Elroy	-	May 3
4867	Hindsight is 20/20, Elroy. There was no guarantee that what happened would have	Sam	-	May 3
4866	<i> That is often what happens with spin offs. That is why they do it--	Elroy	-	May 3
4865	Here is another piece that compares WDC with SNDK. This is obviously an AI gener	Sam	-	May 3
4864	That is often what happens with spin offs. That is why they do it--one piece of	Sam	-	May 3
4863	WDC management's decision to spin out SNDK in Q1 2025 has got to go down wit	Elroy	-	May 2
4862	Certainly (b) is true but I'm not certain about (a).	Sam	-	May 2
4861	WDC confirmed in Thursday's earnings call that they have not yet sold the re	Bargain Hunter	1	May 2
4860	I tried to re-post my message from yesterday because the links didn't work.	Bargain Hunter	-	May 1
4859	File this one under many a true word is spoken in jest. In Nov 2025, I said (in	Bargain Hunter	1	April 30
4858	STX up sharply AH, to $657 from $579. WDC sharply up to $422 in sympathy. And SN	Sam	1	April 28
4857	I'll follow and comment on that board, but I've got limited knowledge of	Elroy	-	March 29
4856	I tried to revive the LITE board back in December: Message 35370009 Nobody ste	Bargain Hunter	-	March 29

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