WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: SiliconAlley who wrote (60052)	4/4/2016 9:52:45 PM
From: Elroy	Read Replies (2) of 60323

This badgering is a waste of time. Art doesn't like stocks with lots of debt. WDC will have lots of debt after they acquire SNDK. Therefore, Art doesn't like WDC. It's not that complex. Not sure why you guys are all fixated on little SNDK and WDC - The easy way to invest in the SSD revolution is SIMO. Every SSD needs a controller. There's only 2 or 3 meaningful merchant SSD controller suppliers, and SIMO became the largest of those three about summer last year. SIMO is growing like a weed, and has stable gross margins around 50%. Why worry about lotsa debt, and price competition from Samsung, and other issues that plague the SSD device and raw NAND space? SIMO has minimal competition, fantastic growth, zero debt, lots cash, and dominance of a segment which is 100% necessary for the SSD industry. Put that in your pipe and blow it.

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