WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

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Nov 3 3:59 PM EST

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From: dan.rosengold	4/28/2017 1:00:19 AM
	2 Recommendations Read Replies (1) of 4823

WDC gave incredibly strong guidance, driven by phenomenal NAND performance. For calendar 2017 – EPS: Q1 (Just reported) – $2.39 Q2- (Guidance) – $2.55- 2.65 Q3+Q4 (Guidance) ~ $7 combined The EPS growth is mostly driven by unprecedented strength in NAND gross margin, which is approaching 50%, and strong NAND top line growth that is more than enough to offset HDD revenue decline. With this phenomenal NAND results, it is clear why WDC is determined to block rivals from getting Toshiba share of the JV and the revenue/gross margin leverage it could have. On the other hand, it would be harder for WDC to play down the valuation of Toshiba NAND business.

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