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

To: Bargain Hunter who wrote (4829)	11/26/2025 2:35:13 PM
From: franklin1	Read Replies (1) \| Respond to of 4846

Can you please provide where you learned that western Digital was planning on selling the rest of their SNDK shares

To: Bargain Hunter who wrote (4829)	12/4/2025 6:27:31 PM
From: Bargain Hunter	1 Recommendation Recommended By Sam Respond to of 4846

Regarding my earlier post about WDC's remaining stake in SNDK and filing requirements: There has been no filing from WDC. I believe that means that they sold little or none of their shares and are still a 5% owner. On one hand that is a little ominous because (assuming that they have not changed the plan to sell it all by Feb 21) there will be a degree of selling pressure in the next 2+ months. On the other hand it suggests they have a high degree of confidence in a higher price during that period. They might not have a really good crystal ball regarding NAND prices, but they should have a really good understanding of the HDD market and what that might imply for SSDs and NAND.