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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 268.03+11.9%3:59 PM EST

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To: Sam who wrote (4465)9/23/2020 11:09:25 AM
From: Return to Sender  Read Replies (2) of 4825
 
First thing I thought was that they would be spinning back off the flash business. The acquisition of SNDK obviously has not made the company cyclically bullet proof. Not that it ever would have even in the best of circumstances.

You have a much better awareness of what's going on fundamentally than I ever will.

I will say that I will never own another computer that does not at least have enough of a SSD to speed up start times. A traditional hard drive is fine for storing files that I don't need access to quickly like my extensive music collection, or photos, from over the last many years. However if I want to get a program open that is going to help me make a quick decision on when to trade a stock I need flash.

I am disappointed that WDC is no longer is a dividend stock.

I find Flash memory to be a lot sexier than hard drives.

Spinning off the flash business, or selling it to some other company, may be good for an upgrade today but it really doesn't show anything other than the company's inability to fully integrate the flash business.

I guess I am not sure that this news is all that good.

RtS
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