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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

SNDK 210.20

-5.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bigchad who wrote (3190)	11/20/2017 10:14:07 PM
From: SiliconAlley	Read Replies (1) of 4834

Back to business as usual soon, and WDC well over $100 soon Except that WDC is still not a participant in Fab 6 and beyond. Without this, they don't have the supply needed for 2020 and beyond. WDC is only entitled to output from Fabs 3/4/5. Regardless of whether Bain is allowed to buy into the current JV's, they can buy into the future JV's. Toshiba is not letting WDC participate. And with the Japanese press continuing to report that Toshiba is demanding that WDC drop arbitration to participate in Fab 6, while Toshiba has issued a press release that the claim is false...Houston, we have a problem.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next