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 (4574)	2/5/2021 9:30:18 PM
From: SiliconAlley	Read Replies (1) of 4824

Why wouldn’t flash over time do the same thing to larger capacity disk that it has done to lower capacity disk? Of course it will. I've previously posted a link to materials that not only explain the growth in enterprise HDD demand, but explain why this is not being cannibalized by flash. Your analysis is flawed based on erroneous beliefs about how purchasing decisions are made. Enterprise customers do not order off the dollar menu. We care if revenues and profits are expanding. Those who own this stock, including Blackrock (a not too shabby firm owning 7.5% of this company), understand the investment thesis and the massive growth ahead. In case you weren't aware, though its been shared here before, respected analysts expect 15% year over year revenue growth and over 100% year over year earnings growth. WDC’s total sales are shrinking. Apparently not, and the investment community does not agree with you. If you find a quarter on the street, don't annualize it. I would respectfully ask that you do your homework, read and research materials provided to you, and try not to repetitively post verifiably false facts on this board.

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