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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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2796 61 1 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:
investor.wdc.com
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2796I've advised that investors step aside and book profits, due to the negativeSiliconAlley-yesterday
2795Declines are not measured from a sell point, they are measured from the top Yobigchad-yesterday
2794What decline, it has been going up since you sold...... Declines are not measurSiliconAlley-yesterday
2793leading to resumption of the decline What decline, it has been going up since bigchad-last Friday
2792Today was a classic stall day, going significantly higher, only to close 4 centsSiliconAlley-last Friday
2791Today was a distribution day. If you ever worked on a trading desk, you would uSiliconAlley-last Friday
2790Near today's market close, WDC is trading higher than yesterday, with the shArt Bechhoefer-last Friday
2789A year from now, the stock should be at about $180/share! I think you're riSiliconAlley-last Friday
2788wdc is going to $120. A year from now, the stock should be at about $180/shareMesaverde-last Friday
2787This mornings rally appears to be coming from two sources: (1) technical buying,SiliconAlley-last Friday
2786The entire basis of the "hold" is the fake olive branch news from lastSiliconAlley-last Friday
2785finance.yahoo.com A vote to hold joncon63-last Friday
2784That’s worth a chucklejoncon63-last Thursday
2783Looks like the market gave Western Digital it's two cents worth.SiliconAlley-last Thursday
2782Show us the numbers. Art, this again demonstrates the fallacy in your analysis,SiliconAlley-last Thursday
2781". . . the endangerment of long term supply as the most fundamental shift iArt Bechhoefer-last Thursday
2780The fundamentals which you purportedly cite are really no more than interpretatiSiliconAlley-last Thursday
2779When enough large scale/institutional investors and portfolio managers use similArt Bechhoefer-last Thursday
2778Interesting open, following through on yesterday's closing weakness. This mSiliconAlley-last Thursday
2777Art, again your academic background is hurting you. Who cares if other stocks aSiliconAlley-last Thursday
2776Accelerated selling hit many other stocks just prior to yesterday's close. Art Bechhoefer-last Thursday
2775For those that may not have been watching, 1/3rd of today's volume took placSiliconAlley-last Wednesday
2774OT -- this is about the conglomerate Samsung rather than specifically the chip dSam-last Wednesday
2773Art, Sure, they could build a fab. But not only would it cost a lot of money, itSam-last Wednesday
2772So I take it that WDC can ONLY ensure long term supply by continuing its joint vSiliconAlley1last Wednesday
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