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

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

SNDK 243.50

-14.0%

Nov 13 3:59 PM EST

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To: Return to Sender who wrote (4118)	4/16/2019 9:01:46 AM
From: Elroy	Read Replies (1) of 4827

Are you kidding me? While we acknowledge there is downside risk to near-term EPS due to weaker-than-expected NAND pricing-- So expect forecasts to be cut in the near term. and hence we lower our near-term EPS estimates--supply cuts across the NAND indus-try, along with a re-acceleration of nearline HDD demand, will likely lead to a strong-er recovery off a lower base in 1H CY19. How can HDD recover if NAND prices are weak? Weak NAND means less HDD units are required as they get replaced by SSDs.... On the upcoming earnings call, we expect WDC management to highlight the improved visibility, which should be a positive catalyst for the stock. As earnings power starts to normalize and with upside risks for earnings revisions for 2H CY19 and CY20, Upside risks for earnings revisions in 2H 2019? Really? This is gotta see........

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