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

STOCKTALK

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 239.51

+15.3%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Elroy	1/28/2021 5:49:47 PM
	Read Replies (1) of 4823

I wonder what is the particularly good thing in the WDC results? Gross margins are about flat with June 2020 quarter levels while NAND prices are declining, so WDC's cost reductions are keeping up with price declines. Ok. But gross margins are only 26%. Revenues down from last year at this time. I doubt WDC is gaining share, and profitability is flat, not improving. I don't see why anyone would want to own a company with such large disk drive exposure, and where there's no guarantee that the WDC disk drive that gets replaced by an SSD gets replaced by a WDC SSD. Since their market share in disk drive is larger than their market share in SSD, this transition from disk drive to SSD has got to be a perpetual share loser for WDC. I'd prefer MU to WDC. Both have NAND, and DRAM has got to be a better place to be than disk drives.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next