Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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From: Elroy	3/21/2019 10:10:45 AM
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Very strange - NAND memory prices are super duper declining, so SSDs are supposed to more and more replace hard drives, so .... why is WDC going up? WDC is going to lose hard drive slots, that will never come back, and if WDC is lucky they are going to get 50% of the lost hard drive slots replaced with a WDC SSD, that is currently experiencing collapsing prices? These price declines should be the kiss of death for WDC. Why does Mr. Market not seem to know that?

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