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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 195.96-20.3%Nov 20 3:59 PM EST
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To: SiliconAlley who wrote (3731)5/14/2018 4:12:04 PM
From: storage_savant1 Recommendation

Recommended By
Bruno Cipolla

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Agreed on the lack of transparency wrt the enterprise SSD business, but any issue there is company specific and not related to the industry as a whole. Any issues WD is having can be fixed over time. Ultimately there are only 5 companies worldwide that can supply to enterprise, and the demand is there.

As for HDD, you are completely wrong. The growth WD has experienced in datacenter HDD is 100% sustainable. HDD's are going the way of the dodo for consumer usage in laptops and desktops, although that has mostly already occurred. As for the enterprise, data centers are creating data at exponentially growing rates, and there isn't enough flash worldwide to meet the demand. Even if there was, most data is "cold" (rarely accessed), and SSD's are still an order of magnitude more expensive on a per bit basis than HDD. For cold data, SSD's have no hope of passing HDD on the cost curve any time soon - well out into the next decade. Enterprise is very much a case of rising demand for both HDD and SSD, with HDD being used for cold data and SSD being used for cached hot data. Think of facebook - your recent photos that are more likely to be accessed will be stored on SDD with older data that you only access rarely on HDD.
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