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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 185.82-5.2%10:33 AM EST

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To: SiliconAlley who wrote (3718)5/11/2018 2:27:15 PM
From: storage_savant3 Recommendations

Recommended By
Bruno Cipolla
JCnieuwenj
Unwelcomeguest

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Didn't look, but I've messaged you a few times. I'm not sure why you make people message you instead of just sharing publicly in this forum. Your insights are often good, but your public posts are filled with constant nit picking of others. If your thesis is "hold" (sounds like it is), just say it, and give your reasons. The only time you post publicly is to pick fights with Art and others. On top of your constant combative tone, I've seen a ton of examples where you've taken a comment out of context from another poster and then argued against a point that wasn't even being made. For example, Art made a comment that while overall demand for memory on a per die basis is flat, smart phones are looking at higher capacity points, which will somewhat compensate because higher capacity points results in more revenue a per unit basis. You then made the claim that Art didn't understand that demand can't be measured in units of bits, which wasn't his point at all.
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