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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: SiliconAlley who wrote (2463)	9/28/2017 11:28:24 PM
From: Unwelcomeguest	2 Recommendations Recommended By Art Bechhoefer FJB Read Replies (2) \| Respond to of 4833

SA, if this deal is signed, WDC will be relegated to 1-2 years of court fights while Bain and Toshiba move forward with the next fab. Hynix eventually picks up technology that they didn't develop. Even Seagate gets access to NAND. Right now, there is an AWFUL lot of inertia behind the Bain deal and WDC is not in a good place. I have enjoyed your cheerleading, but you need to come to grips with what this deal will mean for WDC. It is not a pretty picture. UWG