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


To: Unwelcomeguest who wrote (4440)8/4/2020 8:50:08 PM
From: SiliconAlley  Respond to of 4826
 
Will look forward to WDC’s explanation of why they haven’t captured any of this business yet during the CC on 8/5.


Why would you want to capture this consumer based business, when you can sell into higher margin enterprise business? Its not like they have an unlimited amount of NAND to go around.