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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3405 62 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:
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3405Do you not understand the difference between an antitrust probe and a request foSiliconAlley-yesterday
3404looks like china is putting up a stink about Toshiba sale. antitrust probe. dobigchad-yesterday
3403Apple gets an allocation and does not buy on the open market. The dynamics of oSiliconAlley-yesterday
3402that strikes me as nonsense. Is Toshiba going to give away all of their NAND to Sam1yesterday
3401Allocation/participation in future expansions. Now that there is a Fab 6 agreemSiliconAlley-yesterday
3400What are the business decisions that you believe Apple and Bain will make that wSam1yesterday
3399Operational decisions are made by middle management. Business decisions are madSiliconAlley-yesterday
3398What is the distinction you are making?Sam1yesterday
3397This has nothing to do with operational decisions, and everything to do with busSiliconAlley-yesterday
3396First of all, I find it hard to believe that WDC would allow Bain and Apple to hSam1yesterday
3395Because they will have a major hand in every decision going forward. Toshiba anSiliconAlley-yesterday
3394Why will Bain and Apple be "crippking"? I'm not really concerned aSam1yesterday
3393Whether Toshiba is crippled or not is irrelevant to the investment in WDC. BothSiliconAlley-yesterday
3392<i>Toshiba got everything they wanted. WDC survived, but is crippled for Sam1Wednesday
3391<i>Had it owned TMC -- both the old and the new factories -- Western DigiSam1Wednesday
3390WDC is now a stock with an expiration date on it. Two year target $170. When tSiliconAlley-Wednesday
3389Let's just call this settlement between Toshiba Memory Corp. and Western DiSiliconAlley-Wednesday Toshiba Defeats Western Digital (Wink) By bigchad-Wednesday
3387If the answer to above question is "Yes," then S.A. is correct, this dSiliconAlley-Wednesday
3386The agreement to participate in funding Fab 6 is the “most important” element, wSiliconAlley-Wednesday
3385So this is confusing to me: WDC was clear to mention on its slide deck that STXSam-Wednesday
3384Given that I'm a she, your fundamental analysis skills are showing clearly. SiliconAlley-Wednesday Tech Trader Daily Western Digital: bigchad1Wednesday
3382I'll use the same messages as your hero.....this isn't about personal atbigchad-Wednesday
3381I looked it up in the dictionary. Definitely bigchad.SiliconAlley-Wednesday
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