SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 254.16+4.3%Nov 14 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Art Bechhoefer who wrote (3927)8/15/2018 2:41:44 PM
From: SiliconAlley   of 4827
 
the prospect of lower growth rates for SSD and related NAND products suggests weaker pricing, owing to greater supply capacity from the major NAND producers, WDC included.

Nonsense. Growth rates are not diminishing, and will accelerate into the IOT era.

I'm not ready to buy more, even at the current price.

Added to position at $61.87. 3.2% dividend is nothing to sneeze at. Buy when there is blood in the streets. And you've said many times before that when a firm downgrades, it means they really want to buy.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News