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 (4538)	12/16/2020 1:45:59 PM
From: SiliconAlley	Read Replies (1) of 4824

The best indicator of that business outperformance would be share gains. Again, you have a simplistic and incorrect view of the market. Share gain is not necessary for business outperformance, though WDC has in fact gained share at the expense of Samsung. Margins are key, and the way to maximize them is to avoid commodity markets and differentiate your products. SIMO is a great supplier to mediocrity, but is not what WDC needs to execute their strategy. WDC produces well honed products, which comes from matching custom controller strategies to their various grades of NAND. The lowest grade of NAND can be matched to a mediocre controller, and sold to low cost markets. Is not a market that WDC targets, but a place to unload your rejects. Is WDC gaining share in client SSDs? As the board moderator has astutely pointed out, you want other people to do your homework. This information is readily available to those who wish to purchase it, and I have told you where you may do so. I do maintain a subscription to these quarterly reports, and purchasing this can provide you with the level of detail you seek.

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