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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3568 62 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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3568Baird Upgrades Western Digital to Outperform; Raises PT to $135 from $93 -Reuterbigchad2yesterday
3567freakin BEAST!!!!bigchad-Wednesday
3566 Estimates rise for Western Dig Speaking of chips, Micron Technology ( MU) is sreddy_s-Tuesday
3565 Estimates rise for Western DigSpeaking of chips, Micron Technology ( MU) is streddy_s-Tuesday
3564Seeking Alpha article out this morning. Says WDC is undervalued. No kidding. Unwelcomeguest-Tuesday
3563The ABC story isn't dated, but the TrendForce headline is dated 3-9-18.Sam-Monday
3562Are we sure that is a recent story? Google news feed Last year allFUBHO-Monday
3561Why doesn't ABC put a date on that article?! Not that I'm asking you. JSam-Monday did anybody see this?sndk10003Monday
3559This is the best I can do--a comment from S.A., replying to the original commentSam-Monday
3558Do you have a link to the Samsung power failure news?Charlie Smith-Monday
3557A quick Google search didn't turn up any reports. So, maybe it's not weUnwelcomeguest-Monday
3556That would go a long way in explaining the strong action in WDC the past few daybigchad-Monday
3555Really hate that for them.... ;-P UWGUnwelcomeguest-Monday
3554And then there's this: Breaking news : Samsung Pyeongtaek fab have power faSam2Monday
3553This is a blurb about MU, but there are a couple of comments pertinent to WDC. Unwelcomeguest-Monday
3552I tend to believe the market in cases like this. That article and the one belowUnwelcomeguest-last Saturday
3551The source for those numbers is in the slides. IDC, TrendFocus, Wells Fargo idFUBHO-last Saturday
3550How did this happen? Before we spend a lot of time on how it happened, it mightBargain Hunter-last Saturday
3549How did this happen? --------------------------------- Two years and $19bn latFUBHO-last Saturday
3548WDC SSS: "Market position evaporating in front of our eyes"...........BeenRetired-last Saturday
3547[graphic]sndk1000-March 9
3546ETA: $100 per share gets us up to a forward P/E of about 7 1/2 times earnings. bigchad2March 9
3545Well done, Bruno. Nice graphic. Your 'excitement' is infectious. UWG Unwelcomeguest-March 9
3544DON'T THINK IT'S GOING TO HAPPEN! Toshiba expects to complete chip ubigchad-March 9
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