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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: Elroy who wrote (4140)4/30/2019 7:53:56 AM
From: Sam2 Recommendations

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JCnieuwenj
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Things are worse at Samsung because their mobile division is also dragging them down worse than the WDC's HD division is bringing them down. Although HDs are declining, the decline is being managed to a good extent by the fact that the three remaining manufacturers are all competent companies that want to have a soft landing. And no one outside of those companies are going to rock the boat by entering the sector. HDs are still a cheaper storage medium than flash and are plenty fast. There is still a multi-billion dollar per year place for tape in the storage hierarchy and there will be a multi-billionaire dollar per year place for HDs for a long time to come as well.
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