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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (60040)4/1/2016 2:12:21 PM
From: FJB  Read Replies (1) | Respond to of 60323
 
RE:Do you think Samsung can produce its version of 3D NAND at lower cost than SanDisk/Toshiba? I doubt it.

SanDisk/Toshiba 3D NAND costs nothing to produce as it is NOT in production. They are winning the cost war.



To: Art Bechhoefer who wrote (60040)4/1/2016 3:40:04 PM
From: SiliconAlley  Read Replies (1) | Respond to of 60323
 
No disrespect, but it sounds like you're grasping for straws with respect to reasons not to own WDC. Samsung tactics have never changed, through SNDK high's and SNDK low's. WDC profit potential, and the stock price, has nothing to due with raw NAND prices, but rather with Enterprise products.


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