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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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3449Interesting Data Center trends for 2018 that bode well for WDC and MU. 1. 2018 reddy_s31/18/2018
3448HP Shows Off NVMe, Thunderbolt 3, Magnetic USB SSDs Sam21/17/2018
3447Are we getting to a point where even 64-layer 3D is turning into a commodity? YSiliconAlley11/16/2018
3446Are we getting to a point where even 64-layer 3D is turning into a commodity? AArt Bechhoefer-1/15/2018
3445Intel SSD 760p And 660p QLC Leak Online Sam-1/15/2018
3444MU. Thanks, I added a bit to my few shares. His price target is $76 for the stPaul Senior-1/11/2018
3443Report caused confusion about Micron, Intel 3D NAND pact, says Needham JAN 11, bigchad51/11/2018
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
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