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


To: SiliconAlley who wrote (3243)11/28/2017 9:05:37 AM
From: deepsee1 Recommendation

Recommended By
franklin1

  Read Replies (1) | Respond to of 4833
 
But that's not why she's downgrading. She is a very good analyst. She is downgrading because she believes the price of NAND is peaking, not because as of 2020 WDC can't get enough of it (your thesis)