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

+2.2%

Nov 21 3:59 PM EST

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To: Sam who wrote (3553)	3/12/2018 4:19:54 PM
From: bigchad	Read Replies (1) of 4828

That would go a long way in explaining the strong action in WDC the past few days. Very impressive the way it gained strength as the day went along even as market weakened. I don't even think this news is mainstream yet, just wait til it goes viral and one of the analysts writes on it. To add to the shortage I have been reading that lately the big 3 have been shifting incremental capacity from 2D NAND to DRAM which will help WDC in two ways. Not only will it support prices but as DRAM becomes more available to OEMs it will open up markets for NAND and HDD in enterprise as WDC has complained the shortage in DRAM has held back revenue opportunity the last few Qs. Maybe Katy "the genius" Huberty will make a comment.....naaaaahh. Now only $97 away from my year end PT. GLTA

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