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

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

SNDK 208.20

-6.7%

3:14 PM EST

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To: deepsee who wrote (3184)	11/20/2017 3:24:53 PM
From: SiliconAlley	Read Replies (1) of 4833

Without Toshiba, WDC lacks the captive supply needed to thrive, which is the only reason to consider selling out. Toshiba out of the picture under this scenario. Only a company with captive supply has use for them. A company without captive supply would just be buying WDC's problem. The value of WDC is in adding value to NAND.

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