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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4239 68 2 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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ReplyMessage PreviewFromRecsPosted
4239Western Digital to Announce First Quarter Financial Results on October 30, 2019 Sam-Wednesday
4238For the FWIW file. Link: Some Good And Some Bad News For WestUnwelcomeguest1October 11
4237 HP Inc. Stock Suffers Another Blow After a Goldman Downgrade -- DOSam-October 11
4236TrendForce Announces Top 10 Trends in Information and Communication Technology Sam2October 2
4235So, it looks like MU is dead money for at least another six months and probably Unwelcomeguest-September 27
4234Ah, same company. I think eTrade linked an old article instead of the latest onUnwelcomeguest-September 26
4233They did raise their PT yesterday. Somehow, your feed posted an outdated articleSam-September 26
4232You are correct! Apologies for that. Curious why it showed up as an alert in mUnwelcomeguest-September 26
4231Greg, that piece is from last January! January 07, 2019 1:50pm 3 min read CSam-September 25
4230Glad to hear he is taking them on. It's one of the precious few initiativesUnwelcomeguest-September 25
4229Trump doesn't talk about WDC in his UN speech, but he does mention Micron anSam-September 24
4228I think WDC is off a bit today because of the sale of a business unit. People aUnwelcomeguest-September 20
4227And JPM is joining the crowd with an Overweight for Micron on improved NAND pricSam1September 20
4226FWIW, MU has been reiterated as a 'Buy' with a $59 PT by Goldman today. Unwelcomeguest-September 18
4225I think the answer to the sudden increase in options volume for WDC is tied to aSiliconAlley-September 17
4224I think the answer to the sudden increase in options volume for WDC is tied to aArt Bechhoefer1September 17
4223Perhaps. It could. However, 18500+ contracts written at any strike price for ANYdeepsee-September 16
4222There appears to be very large call volume on the nearest expiration date, with Art Bechhoefer-September 16
4221Anybody notice the option volume on WDC today??? Who is buying Western Digital??deepsee-September 16
4220Barron's is out with a similar sentiment today, but only mentions MU. StillUnwelcomeguest-September 11
4219Longbow Research sees improving chip trends, upgrades Micron September 11, 2019 Sam-September 11
4218 Western Digital Accelerates Leadership in Next-Generation Data Center ArchitecSam1September 10
4217latest 5 analyst's opinions [graphic]Bruno Cipolla-September 9
4216Toshiba Memory’s Operation Could Make Huge Gains From the Acquisition of Lite-OnSam-September 8
4215Activist threat: Why these five companies could come under attack BeenRetired1September 6
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