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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4829 66 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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3442Yup, that is their long game--make big promises, divide and conquer. Will ToshibSam-1/10/2018
3441The parallels here are fascinating. MU/INTC and WDC/Toshiba. The Chinese know thCharlie Smith-1/10/2018
3440So, it is JPM's Harlan Sur v. Bernstein's Mark Newman on the question ofSam11/10/2018
3439JPM says that they doubt it. My bolding below. MicronSam11/10/2018
3438Intel, Tsinghua Unigroup may team up to develop China NAND flash market https:/Charlie Smith-1/10/2018
3437CES 2018: Crucial launches next generation MX500 SSD Fergus Halliday (PC World) Sam-1/9/2018
3436I suspect this is the reason for WDC PPS getting dinged this morning. Received Unwelcomeguest-1/8/2018
3435Interesting perspective on this news about Chinese OEM's complaint about Samreddy_s-1/6/2018
3434"eVaderis tapes out "MRAM inside" MCU".....................BeenRetired-1/6/2018
3433TrendForce Says Intervention in the Memory Market by China’s NDRC May Affect PriSam11/5/2018
3432Others do not agree with BMO either... Link: baystreet.ca Chris Lau - ThursdayUnwelcomeguest11/4/2018
3431Not sure I agree with him, but there it is. And, obviously more people listen tUnwelcomeguest-1/4/2018
343006:24 Western Digital rating change at BMO Capital Western Digital cut to Markedan.rosengold31/4/2018
3429Major NAND Flash Manufacturers Including Toshiba Have Announced Production CapaSam11/3/2018
3428Tsinghua denies cooperation with SK Hynix https://digitimes.com/news/a20171229PCharlie Smith112/29/2017
3427I don't think that China will be an issue for at least a few years, if ever.Sam212/29/2017
3426The stock might be pricing in a supply balance, oversupply condition for next yeFJB-12/29/2017
3425reddy, I don't think you are going to find anyone here that will disagree wiUnwelcomeguest112/29/2017
3424This is how I derived the numbers. The example here shows details with 20% cost reddy_s112/28/2017
3423Given WDC management guidance for FY 2018 and analysts expectations etc., we hareddy_s212/28/2017
3422This stock has an EKG of a rock! Like Peter Lynch says, that means time to moveMesaverde-12/28/2017
3421With Western Digital,No Need to Fear Flash Crash Andrew Bary December 23, 2017 reddy_s-12/23/2017
3420The $90's was never about the stock, but as I posted at the time, WDC being SiliconAlley112/22/2017
3419So, I really expected the stock to get out of the doldrums after the agreement wUnwelcomeguest-12/22/2017
3418China WILL get the technology. Only a matter of time.Charlie Smith-12/21/2017
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