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

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

SNDK 199.29

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11:59 AM EST

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To: storage_savant who wrote (3730)	5/14/2018 12:05:03 PM
From: SiliconAlley	Read Replies (1) of 4828

The bigger positive seems to be that enterprise demand for both SSD and HDD is increasing faster than whatever shrinkage may be occurring on the smartphone side of things. Which is precisely what many are concerned about. Western Digital would not break out enterprise SSD versus HDD. HDD strength may be transient, and masking SSD weakness. While HDD strength is good in the short term, it is not sustainable over the long term.

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