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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
Feb 25, 2025
I am expanding this thread to include WDC spinoff Sandisk. No explanation needed for anyone who knows the history.

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:
investor.wdc.com
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ReplyMessage PreviewFromRecsPosted
4880Barclays Upgrades Sandisk to Overweight From Equalweight, Adjusts PT to $2,300 FSam-May 27
4879Evercore ISI Group Maintains Outperform on Western Digital, Raises Price Target Sam-May 27
4878Barclays Adjusts Price Target on Western Digital to $620 From $450, Maintains OvSam-May 27
4877 Sandisk CEO Says Memory Market Will Stay 'Undersupplied.' AI Is ChanginSam-May 21
4876$6.2 Billion in 30 Days: How Sandisk, Micron And Seagate Powered One Of The FastSam1May 11
4875Micron 6600 ION 245TB SSD Announced By Cliff Robinson - May 5, 2026 Micron Sam1May 9
4874Micron pr--the stock is now over $600 premarket! Industry-Leading 245TB MicronSam-May 5
4873Ah, so they span out SNDK to WDC owners? I didn't know that. That's fiElroy-May 3
4872WDC management's decision to spin out SNDK in Q1 2025 has got to go down witBargain Hunter2May 3
4871Do you know if WDC and STX plan to open any new disk drive factories to meet theElroy-May 3
4870Western Digital Beats Earnings Estimates. The Stock Is Falling Anyway. -- BarronSam-May 3
4869their decision to spin out SNDK cost WDC shareholders $150b in value. Once agaiSam-May 3
4868<i> There was no guarantee that what happened would have happened.</Elroy-May 3
4867Hindsight 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
4865Here is another piece that compares WDC with SNDK. This is obviously an AI generSam-May 3
4864That is often what happens with spin offs. That is why they do it--one piece of Sam-May 3
4863WDC management's decision to spin out SNDK in Q1 2025 has got to go down witElroy-May 2
4862Certainly (b) is true but I'm not certain about (a).Sam-May 2
4861WDC confirmed in Thursday's earnings call that they have not yet sold the reBargain Hunter1May 2
4860I tried to re-post my message from yesterday because the links didn't work. Bargain Hunter-May 1
4859File this one under many a true word is spoken in jest. In Nov 2025, I said (inBargain Hunter1April 30
4858STX up sharply AH, to $657 from $579. WDC sharply up to $422 in sympathy. And SNSam1April 28
4857I'll follow and comment on that board, but I've got limited knowledge ofElroy-March 29
4856I tried to revive the LITE board back in December: Message 35370009 Nobody steBargain Hunter-March 29
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