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

To: Unwelcomeguest who wrote (4132)	4/28/2019 9:41:42 PM
From: Elroy	Read Replies (2) \| Respond to of 4827

Fine. What's your guess on the next quarter where WDC will show year on year revenue growth? Any idea? With NAND prices declining, and disk drive unit sales declining, and production expansion halted......how in the world does WDC get to revenue growth? I honestly don't know. I've never paid close attention to a NAND downcycle. I don't see how - in the face of declining NAND prices - total revenues can increase without massive production volume increases, which push prices down, meaning they need to increase production even more to get revenues in total to increase, which pushes prices lower, repeat.....