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

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

SNDK 239.51

+15.3%

Nov 7 9:30 AM EST

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To: Elroy who wrote (4535)	12/16/2020 9:54:55 AM
From: SiliconAlley	Read Replies (1) of 4824

If SIMO spends that much to make one, they can sell it to 30+ major customers. You seem to have a basic misunderstanding of WDC's markets, and what matters to their growth. WDC is not in the business of selling controllers, or of trying to minimize the cost of controllers. They use controllers to differentiate their products in the marketplace, according to the requirements of specific customers. Controllers are where you make your NAND dance. You cannot differentiate your product when using the controller used by 30+ other producers, or that is not optimized to your customer's requirements. Your fixation on market share is misplaced. Growing market share is irrelevant to growth when the TAM will grow exponentially. There is a beautiful forest out there, if you look past the trees.

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