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


To: SiliconAlley who wrote (4555)1/28/2021 8:26:32 PM
From: Elroy  Read Replies (1) | Respond to of 4824
 
You can easily pay for the data and look at it.

'Pay'? What is this 'Pay' thing?

I see WDC with year on year declining revenues, and I don't need to pay for anything. The WDC story is playing out just as I thought it would, their revenues shrink as disk drives get replaced by SSDs, and their NAND business suffers price competition and profit suffers as a result.

I see it in their just reported number. I don't need to pay for that.

Unlike you, I don't know the forecasts, so doing better than the forecasts doesn't matter to me. "Where are the revenues and profits going?" is what interests me. As expected, they are both going the wrong direction.

I don't want to pay for no stinkin' badges!