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

To: Art Bechhoefer who wrote (3683)	5/2/2018 2:47:21 PM
From: SiliconAlley	Respond to of 4828

But the assumption of falling demand in a period of increasing supply seems to overlook the huge growth in cloud and enterprise servers. I can see that you're not aware this "huge growth in cloud and enterprise servers" is spinning disk, and not solid state. Analysts were quite concerned that WDC would not break down flash versus spinning disk in its enterprise numbers. And you may recall that last technology day, they had zero to say about NAND, and everything to say about MAMR (a spinning disk technology). Those who have sold off the stock have overlooked nothing.