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

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

SNDK 223.28

+3.8%

Nov 28 9:30 AM EST

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To: bigchad who wrote (3192)	11/20/2017 10:44:55 PM
From: SiliconAlley	Read Replies (1) of 4833

you seem to have all the answers.......except the right ones. From what I can see, I know far more about the industry and the players than you do. WDC has already admitted in their conference call Q&A that they don't have what they need for 2020 and beyond. If they can't get it from Toshiba, not getting it being the current status quo, they have serious issues. Read the 10K and see what they say about their right to participate in Fab 6 and beyond. This is why they are spiffing themselves up for a sale by paying off nearly a billion in loans at a time they need to be focusing on replacement supply. The stock was not down today because the market loved the weekend's news.

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