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


To: SiliconAlley who wrote (2469)9/29/2017 8:27:57 AM
From: Unwelcomeguest  Read Replies (1) | Respond to of 4833
 
"You underestimate your management and their ability to navigate challenges."

Am I? Isn't this the management that is responsible for all of the current animus coming from Toshiba and to a lesser extent, Apple? If they had the 'ability to navigate challenges,' they would have already signed an agreement with Toshiba.

Now, we are headed down a path of drawn out legal wrangling that could take years and there is an awful lot of horsepower on the other side. Say what you want about the JV agreement being very clear, I can tell you that I have seen the outcome of all sorts of clear cases heavily influenced by the application of 'resources'....like money.

If Bain signs that agreement with Toshiba, it will NOT be good for WDC. You are just wrong about that. Time to get used to the idea that, yes, even you can be wrong about something.

UWG