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

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

SNDK 215.03

-2.5%

Nov 26 3:59 PM EST

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From: SiliconAlley	12/10/2017 6:53:59 PM
	of 4833

Should Western Digital drop its arbitration claim in exchange for access to Fab 6 production, that would be indicative of just how hurting they are. It is no longer sufficient to repurchase if a settlement occurs, but only if an appropriate settlement occurs. Western Digital has no bargaining power whatsover, with respect to Fab 6 and beyond, and is at the complete mercy of Toshiba and their new partners. This is not a balance of power that typically leads to mutually beneficial terms. Western Digital has a gun to it head, while saddled in huge debt. They will do whatever is required to live, even if it leaves them crippled. It there are two assets I would not touch at the moment, WDC would be at the the top of my list, with Bitcoin second.

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