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 271.38+1.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam who wrote (4330)1/30/2020 6:32:41 PM
From: Elroy2 Recommendations

Recommended By
franklin1
Sam

   of 4826
 
The guidance is the good thing in the WDC report. Normally Q1 2020 should be down a bit from December 2019 Q, but they are expecting flat revenues and (also very good) a 3% increase in gross margins from 26% last quarter to 29% next quarter.

WDC inventory is about flat with where it was last summer, and still above where it was 6 quarters ago. But as time passes all of the balance sheet inventory should have a lower cost per bit as it's newer, so as long as prices stop dropping, they can finally make some profit selling their stuff.

Enterprise NVMI SSDs were very strong. They don't break out their USB, client SSD and client disk drive segment with much detail, so it's not easy to tell whether some areas in client were stronger than others, but the big thing for WDC in the just reported Q seems to be enterprise SSD customers came back to the market after a long break, the client segment just showed modest strength in comparison.
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