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

To: SiliconAlley who wrote (60091)	4/14/2016 7:39:20 PM
From: Elroy	Read Replies (1) \| Respond to of 60323

But there are secular trends here, and the odds are with me. What in the world are the secular trends that would make one prefer WDC to SIMO? SIMO's SSD controller business grew about 300% last year, was forecast to grow 50% or more this year, and SIMO recently blew away Q1 revenue numbers so this year's growth for SSD controllers will likely be well above 50%. THAT's a secular trend. What are the secular trends that favor WDC in anything remotely close to that? Anything at all? The two of you sit and jibber jabber about two crummy disk drive stocks and a 3rd rate NAND maker as if they were attractive interesting dynamic growth stocks.