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

To: Unwelcomeguest who wrote (4505)	11/22/2020 4:49:59 PM
From: SiliconAlley	1 Recommendation Recommended By Return to Sender Respond to of 4825

If you disagree with my analysis, I would welcome a reasoned response. As you know, ad hominem attacks are not welcome on this board. The article you cited is littered with inaccurate information, including that WDC is a laggard in NAND technology, implying the more layers equates to better NAND, without examining the markets and performance characteristics. WDC is a major supplier to industrial markets, and this is the segment that will grow exponentially with IOT. Further, the author misunderstands the role of Kioxia as co-owner of a joint venture, believing instead that Kioxia is a supplier to WDC. As for my beliefs, I remain long term bullish on this company - which is in the right industry, at the right time, with the right management. And the company has recently made some brilliant moves, calculated to enhance long term shareholder value. If you disagree, sell whatever stock you are holding, or don't buy it if you're not holding any.