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

To: Elroy who wrote (4556)	1/28/2021 11:16:05 PM
From: SiliconAlley	Read Replies (1) \| Respond to of 4824

I see WDC with year on year declining revenues Year over year revenues are meaningless to the long term thesis where a black swan event has affected all competitors similarly. If you looked at the market share data, you would see that WDC's share is UP What you need to look at is year over year market share of the TAM, not year over year revenue. Year over year TAM has gone down, but has reached its inflection point and rising again. As they say, if you're walking down the street and find a quarter on the road, don't annualize it. FY 2022 earnings estimates are more than twice FY 2021.