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

To: BeenRetired who wrote (60277)	5/18/2016 10:25:49 AM
From: Art Bechhoefer	1 Recommendation Recommended By david1951 Read Replies (1) \| Respond to of 60323

The ". . . phase-change memory breakthrough . . ." could be among the new technologies for non-volatile memory solutions, but even (or perhaps especially) with a company the size of IBM, it could take at least two or three years to get something into mass production. Nevertheless, one cannot assume a certain growth in demand, along with limited supply additions, will create heaven for the new WDC-SNDK merger. I'm still cautious enough in this situation to hold my existing WDC shares obtained through the merger, but not add to them. I do expect them to appreciate to somewhere between $40 and $46 in the next six to nine months, at which point I would be inclined to write call options on at least some of the underlying shares. Specifically, once the stock has appreciated to around $40 or slightly higher, I would consider selling covered calls with a strike price ranging from $45 to $50 and expiration at least six months in advance. Why sell covered calls? That is a strategy long considered by experts with considerable experience in options to be the least risky option strategy – a strategy that has been shown to deliver a better return on investment than any other option strategy. Art

To: BeenRetired who wrote (60277)	5/18/2016 1:29:29 PM
From: BeenRetired	Read Replies (1) \| Respond to of 60323

"I know WDC had a big SSS share before SanDisk." Already SNDK NAND? Has SanDisk been supplying their NAND? Maybe this is how they got cozy. This would mean no more SSS share gain. Just moving NAND from right pocket to left. With 10nm Logic, there a crying need to move everything as close to the APU as possible. HDD's don't stand a chance. Discrete SSS not far behind. Samsung and TSMC are about to use EUV (a couple critical layers) in production according to industry scuttlebutt