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

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

SNDK 200.32

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Nov 21 9:30 AM EST

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To: FJB who wrote (3548)	3/10/2018 7:25:10 PM
From: Bargain Hunter	Read Replies (2) of 4828

How did this happen? Before we spend a lot of time on how it happened, it might be worth asking whether it did happen. Even if we assume that the "tweaked" data in the article are correct, it did not break out enterprise capacity SSDs from enterprise performance SSDs. If the competition is ramping up production of enterprise capacity drives while WDC is cleaning up on enterprise performance SSDs then the main thrust of the article could be wrong. This could an issue similar to "Samsung is leading in 3D NAND" where those of us who had been paying attention knew that Samsung could not or chose not to compete at the last 2D node and simply switched to 3D before SanDisk found it to be cost effective. It could simply be that SanDisk's early pursuit of enterprise SSD technology (including the various acquisitions) gives WDC a lead in that market segment and that they are selling lower capacity but higher priced performance drives. Or Mellor could be right and they have squandered the early lead. Can anyone provide analysis to help us distinguish these two possibilities?

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