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

To: Elroy who wrote (4552)	1/28/2021 7:14:43 PM
From: SiliconAlley	Read Replies (1) \| Respond to of 4824

I doubt WDC is gaining share, and profitability is flat, not improving. Doubt you may, but they are in fact gaining share. As for profitability, earnings exceeded expectations by over 30% Your focus on gross margins is misplaced, and fails to take revenue into account. If you do the math, you'll see that 26% of 100 is bigger than 45% of 10. Margins do not need to increase in order to increase profitability, and in fact can decline as units sold goes up. As for disk drives, talk to any data center and see how long they expect these to be around. They aren't going anywhere anytime soon. I don't see why anyone would want to own a company with such large disk drive exposure This is absolutely true, you don't see it. Yet the stock is up 10% after hours on huge volume.