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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11:52 AM EST

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JCnieuwenj

To: Unwelcomeguest who wrote (2459)	9/28/2017 10:29:25 PM
From: SiliconAlley	1 Recommendation Read Replies (1) of 4834

but those of us holding shares of WDC are doing the same thing as Bain, et al. No, because you are betting on WDC to win, while Bain is betting on WDC losing. All of these companies that have joined the Bain consortium feel like they can make a good deal regardless of WDC's legal challenge. Actually, not. Its making a bet, which is unlikely to payoff, but because of the potential payoff it is a good bet nonetheless. Think overlays in horse racing - a horse may have a 1 in 4 chance of winning, but if its paying 7 to 1 its a good bet. There is a difference between confidence and calculated risks. what in the hell WDC did to create what appears to a deep seated hatred by Toshiba. They offended their culture by placing contracts over relationships. And they were protecting stockholders in the process, as they should.

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