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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 (3927)	8/15/2018 2:41:44 PM
From: SiliconAlley	Respond to of 4828

the prospect of lower growth rates for SSD and related NAND products suggests weaker pricing, owing to greater supply capacity from the major NAND producers, WDC included. Nonsense. Growth rates are not diminishing, and will accelerate into the IOT era. I'm not ready to buy more, even at the current price. Added to position at $61.87. 3.2% dividend is nothing to sneeze at. Buy when there is blood in the streets. And you've said many times before that when a firm downgrades, it means they really want to buy.