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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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1610 47 0 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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1610Irrelevant, but the margins would be higher under WDC. WDC is the 800 lb gorillSiliconAlley-37 minutes ago
1609Why would WDC even want Micron, whose NAND flash margins are half those of WDC/TArt Bechhoefer-39 minutes ago
1608Nope, WDC gets the goods, as well as Micron at a future date.SiliconAlley-41 minutes ago
1607Based on your earlier comments, do you think Sanjay expects to guide Micron to aArt Bechhoefer-43 minutes ago
1606You do realize he left WDC just recently?SiliconAlley-an hour ago
1605It's been a year since Sanjay left SanDisk. I'm sure any non-compete clArt Bechhoefer-3 hours ago
1604 ROFL.... I think he is being brought in to prepare the company to be bought bySam-6 hours ago
1603media.tenor.coCharlie Smith36 hours ago
1602Whew! I am shocked that he didn't have a non-compete clause! Micron AppoiSam17 hours ago
1601TECHNOLOGY NEWS | Wed Apr 26, 2017 | 8:15pm EDT Samsung Electronics sees strongeSam-yesterday
1600Earnings preview from Trefis, FWIW... Western Digital Earnings Preview: AdditiUnwelcomeguest-yesterday
1599It was probably the shortest CC after an earnings announcement that I've eveSam-yesterday
1598"The NAND companies are constantly optimizing where they ship their NAND. DCharlie Smith-yesterday
1597Lucky for WDC they have captive supply of NAND, and guaranteed supply of DRAM frSiliconAlley-yesterday
1596 Seagate Drops 15%: Q4 View Weak in Part Because of Industry Component ShortagesSam-yesterday
15953D-NAND to Account for Over 50% of Total NAND Flash Bit Output This Third QuarteSam-Tuesday
1594Notes on SK Hynix results received in my eTrade account. Price Hikes Help FuelUnwelcomeguest-Tuesday
1593Toshiba: Western Prepared to Help with Bail-Out Funds, Says Nikkei By Tiernan JCnieuwenj2Tuesday
1592Article full of bad premise and bad analysis.. Focusing on GAAP earnings is jusSiliconAlley-Monday
1591Article by a guy that is not as bullish as some of us here. Not sure I agree wiUnwelcomeguest-Monday
1590Toshiba news. FWIW. Toshiba ( TOSYY) shares gained in TokyoUnwelcomeguest-Monday
1589 This feels like it will lead to a good result for WDC and the sector at large. Sam1last Friday
1588a cautionary comment from a former Micron employee: <i> Be very careful abSam-last Friday
1587anandtech's review of Intel's 3D XP Optane SSD The Intel Optane SSD DCSam-last Friday
1586tomshardware's review of Intel's 3D XP Optane SSD Intel 3D XPoint OptanSam1last Thursday
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