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

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

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3:59 PM EST

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To: Art Bechhoefer who wrote (3686)	5/3/2018 12:17:13 PM
From: SiliconAlley	of 4828

Better than expected demand growth in cloud and enterprise servers is explained by the difference in energy consumption between solid state and hard drives. I would suggest you read the conference call transcript. The better than expected enterprise demand came from hard drives, not from solid state drives. And MAMR (a hard drive technology) is their next big thing. Understanding technology is an important prerequisite to understanding the numbers. Deja vu of your support for SanDisk as it went from triple digits to the 40's.

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