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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4828 66 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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3467BTW, Hynix DRAM bit growth was only 3% Q/Q versus expectations for +5%. Bodes weCharlie Smith31/25/2018
3466Mizuho noted Hynix (HXSCL) reported 4Q results last night. Overall no surprise: Charlie Smith21/25/2018
3465 SK Hynix Inc. Reports Fiscal Year 2017 and Fourth Quarter Results Seoul, Janubigchad21/24/2018
3464Seeking Alpha article I came across that compares WDC and Seagate. The author dUnwelcomeguest-1/24/2018
3463Micron, Rambus, Northwest Logic and Avery Design to Deliver a Comprehensive GDDRSam-1/23/2018
3462Jan 23, 2018 Micron Launches Industry's First Enterprise SATA Solid StatSam-1/23/2018
3461Intel asks customers to halt patching for chip bug, citing flaw REUTERS 7:34 PMSam-1/22/2018
3460US trade commission to probe into memory devices of Samsung, SK Hynix By Joel LeSam-1/22/2018
3459It's a good article, but there are also a lot of crazy assumptions.FJB-1/22/2018
3458Exceptionally detailed analysis of demand and supply drivers for NAND and DRAM oreddy_s11/22/2018
3457Toshiba considering IPO for memory chip unit: FT TOKYO (Reuters) - Toshiba Corpbigchad11/21/2018
3456Apparently, that "tight inventory" of GPUs is due to cryptocurrency mSam-1/21/2018
3455I also received the text of a Barron's interview with a guy named Paul Wick.Unwelcomeguest21/21/2018
3454Received this in my eTrade account on Friday, 19th. Just a little bit differentUnwelcomeguest-1/21/2018
3453Strong SSD and spiking GPU pricing; positive for MU, NVDA, AMD and WDC - Mizuho Charlie Smith21/19/2018
3452Not exactly an optimistic outlook, but his target is higher than the current PPSUnwelcomeguest-1/19/2018
3451Loop Capital still at $140 from 7/24/17!Mesaverde-1/18/2018
3450Looks like it's finding it's footing. NAND prices seem to be stabilizinbigchad11/18/2018
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
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