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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (82360)	1/24/2019 9:50:42 AM
From: Elroy	Read Replies (2) \| Respond to of 95487

WDC up a bit, so I've bought a few more puts. We'll see. I don't see how it is possible WDC says anything is good, or anything on the horizon looks good, or even OK, or even that they see NAND price declines slowing down, given what's going on in smartphones, enterprise SSD slowness, and that only leaves PCs to gobble up excess NAND. PCs eating up more and more cheap NAND is bad for WDC's disk drive business. I think it's going to get really ugly for these guys in 2019. I've been saying this (cheap NAND displacing disk drives) is the kiss of death for WDC since 3 years ago, and the uber downside scenario is beginning. Lets see if it actually happens.