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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 (4406)	4/28/2020 11:59:23 AM
From: Elroy	2 Recommendations Recommended By Moonray Return to Sender Respond to of 4826

MU makes NAND memory, some NAND system level products (SSDs, uMCP modules) and DRAM. WDC makes NAND memory, some NAND system level products (SSDs, USB sticks) and disk drives. The main difference between MU and WDC is DRAM (MU) versus disk drives (WDC).

To: Art Bechhoefer who wrote (4406)	4/30/2020 7:00:13 PM
From: SiliconAlley	Read Replies (1) \| Respond to of 4826

If earnings growth were approximately the same in both companies, or at least if growth in revenues from quarter to quarter is similar, then the difference between the two is the dividend. That is, if earnings growth is similar, then when you add the dividend, the return on investment in WDC will be higher. Actually, no, because of something called ex-dividend, which eliminates this "bonus." One could argue that the ROI will actually be lower, if you invest your dividend at a lower rate than WDC can invest the funds. I applaud the new CEO for this bold move of suspending the dividend, which he previously signaled a few weeks ago. No surprises today.