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

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

SNDK 195.96

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Nov 20 3:59 PM EST

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To: SiliconAlley who wrote (3735)	5/14/2018 6:07:34 PM
From: storage_savant	Read Replies (1) of 4828

I would respectfully disagree. HDD will be dead in 25 years. Despite MAMR, its not a place to hang your hat for the long term. If you believe otherwise, I have a bridge and a papertape factory to sell you. In any event, there is a big difference between growth and higher than expected pricing. 25 years is a long time, and we have no clue what new storage technologies will be viable between now and then. I can tell you that there is nothing coming in the next decade that will knock HDD out of the pole position for lowest cost per bit (other than tape, but tape measures access latency in minutes). Cloud HDD is a phenomenal growth opportunity in a business with only 3 viable competitors. The HDD business will continue to be a cash machine for the foreseeable future, and can fund R&D that puts WD in a leadership position in any new technology that may emerge. The barron's article just shared echoes this.

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