WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 160.04

+5.2%

Nov 5 3:59 PM EST

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Bruno Cipolla

To: Elroy who wrote (60093)	4/14/2016 7:49:27 PM
From: SiliconAlley	1 Recommendation Read Replies (1) of 60323

"What in the world are the secular trends that would make one prefer WDC to SIMO? SIMO's SSD controller business grew about 300% last year, was forecast to grow 50% or more this year, and SIMO recently blew away Q1 revenue numbers so this year's growth for SSD controllers will likely be well above 50%. THAT's a secular trend." Actually, that is not a secular trend. Secular trends are not measured in quarters. "What are the secular trends that favor WDC in anything remotely close to that?" SIMO is a supplier to SSD, and riding the same secular trend as WDC/SNDK - that is the growth in storage needs, and transition from HDD to solid state devices. By the way, the SIMO board is called SIMO.

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