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

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

SNDK 251.23

-5.5%

2:56 PM EST

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To: Sam who wrote (3909)	8/3/2018 5:09:55 AM
From: Art Bechhoefer	Read Replies (1) of 4828

There appear to be two misconceptions in media reporting. One, as you note, is the failure to report that costs keep dropping as a result of more efficient design and production. The other is the assumption that because smartphone sales are growing more slowly, or maybe not at all, therefore, overall demand for NAND flash is falling. That notion ignores the rapid rise in demand for NAND flash products in servers, especially cloud and enterprise servers. So the result seems to be that WDC is grossly undervalued. So are a lot of other tech stocks, however. Art

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