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

To: franklin1 who wrote (4568)	2/4/2021 12:58:37 PM
From: Elroy	Read Replies (2) of 4823

I got lots of free time. WDC and Home Depot are in different industries. WDC and SIMO are in the same industry (digital memory), just in different spots in the supply chain. SIMO is a supplier to Companies like WDC. SIMO’s controllers are necessary for WDC’s flash to function. I’ve had a friendly debate with Silicon Turkey for years over which company is better positioned, little SIMO or big mush mash WDC. Years. Started when both stocks were about $37. And today both are about $57. But simo is leaving the stable I believe. Don’t read too much into it. I am skeptical of WDC as an investment for the reasons I list (disk getting cannibalized by flash, WDC flash having to compete with larger Korean flash makers, those two are big negatives IMO). So I’m just chatting for fun. Don’t mind me....

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next