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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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1860 50 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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1860I think you may be counting some Form T (late reported) trades. Official after SiliconAlley-yesterday
1859FWIW, about two million shares changed hands after hours.Bruno Cipolla-yesterday
1858;-D That is all... UWGUnwelcomeguest-yesterday
1857 TECHNOLOGY NEWS | Fri Jun 23, 2017 | 5:31am EDT Toshiba stock listing status dUnwelcomeguest-yesterday
1856 TECHNOLOGY NEWS | Fri Jun 23, 2017 | 5:13am EDT Toshiba says open to talks wUnwelcomeguest-yesterday
185547,786 shares traded in today's aftermarket, with a high of 92. And the artSiliconAlley-yesterday
1854I am betting this is why: "There were a handful of bidders for Toshiba, inUnwelcomeguest-Thursday
1853After hours activity certainly suggests something's up. I suspect we will sSiliconAlley-Thursday
1852You stated that there was an "ominous precedent" and cited Kodak/PolarSiliconAlley-Thursday
1851I don't know how anyone could draw those conclusions from my comments. HaviArt Bechhoefer-Thursday
1850The outcome spelled the demise of the instant camera, as it took profits from KoSiliconAlley-Thursday
1849If Hynix has access to the Toshiba-SanDisk joint venture technology, it will proArt Bechhoefer-Thursday
1848"I wish they would just give Hynix the boot and replace them with WDC."Charlie Smith-Thursday
1847I agree they 'will attempt'. However, from the article>>> Unwelcomeguest1Thursday
1846And I am sure that if Hynix rather than WDC is in the acquiring group, they willSam-Thursday
1845 Serious leadership void without WDC... reuters.comCharlie Smith-Thursday
1844NAND Market Hits Speed Bump TransiSam-Wednesday
1843Toshiba has played the (limited) cards they have very badly. No, they have playSiliconAlley-Wednesday
1842None of this means anything. The winner will be as I stated months ago: WDC + PSiliconAlley1Wednesday
1841It would be a win/win for just about all parties involved and overcome all of thUnwelcomeguest-Wednesday
1840Based on what I know about the deal, that would seal it for me too.Sam-Wednesday
1839Toshiba has played the (limited) cards they have very badly.Charlie Smith-Wednesday
1838I predict they kick Hynix out and replace them with WDC. That would solve just Unwelcomeguest1Wednesday
1837In other news, another strong buy recommendation: CFRA MAINTAINS STRONG BUY OPUnwelcomeguest-Wednesday
1836That's the article I read that I referenced in my earlier post. Thanks for Unwelcomeguest-Wednesday
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