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Strategies & Market Trends : The Art of Investing

PICK 57.07

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Jan 15 4:00 PM EST

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To: robert b furman who wrote (2101)	8/26/2021 9:03:03 AM
From: Sun Tzu	Read Replies (1) of 10744

Kioxia is the former Toshiba Memory. The business lines obviously match. But that is not the question. There are only 3 relevant questions: (1) Is WDC better off sourcing the chips or making them? Pro, this alleviates supply chain issues and will make them the master their production. Con, Kioxia will lose sales to other disk makers. (2) Is the timing right? The mergers are very distracting. How much sales and productivity will both companies lose? When things are slow, not much. In a hot market, it makes a dent. The market is pretty hot, even if it is going to slow down. But, considering that other offers were on the table, maybe WDC could not risk losing the chance. (3) The cultural fit and the price paid. Did you choose the right person to marry and did you get the dowry right ;) We don't know enough about any of the above until more details are released. There is not enough information to form an investment thesis. But if you are going to trade it, then play the momentum.

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