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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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3567Baird Upgrades Western Digital to Outperform; Raises PT to $135 from $93 -Reuterbigchad23/16/2018
3566freakin BEAST!!!!bigchad-3/14/2018
3565Estimates rise for Western Dig Speaking of chips, Micron Technology ( MU) is stireddy_s-3/13/2018
3564Estimates rise for Western DigSpeaking of chips, Micron Technology ( MU) is stilreddy_s-3/13/2018
3563Seeking Alpha article out this morning. Says WDC is undervalued. No kidding. Unwelcomeguest-3/13/2018
3562The ABC story isn't dated, but the TrendForce headline is dated 3-9-18.Sam-3/12/2018
3561Are we sure that is a recent story? Google news feed google.com Last year all FJB-3/12/2018
3560Why doesn't ABC put a date on that article?! Not that I'm asking you. JSam-3/12/2018
3559abcnews.go.com did anybody see this?sndk100033/12/2018
3558This is the best I can do--a comment from S.A., replying to the original commentSam-3/12/2018
3557Do you have a link to the Samsung power failure news?Charlie Smith-3/12/2018
3556A quick Google search didn't turn up any reports. So, maybe it's not weUnwelcomeguest-3/12/2018
3555That would go a long way in explaining the strong action in WDC the past few daybigchad-3/12/2018
3554Really hate that for them.... ;-P UWGUnwelcomeguest-3/12/2018
3553And then there's this: Breaking news : Samsung Pyeongtaek fab have power faSam23/12/2018
3552This is a blurb about MU, but there are a couple of comments pertinent to WDC. Unwelcomeguest-3/12/2018
3551I tend to believe the market in cases like this. That article and the one belowUnwelcomeguest-3/10/2018
3550The source for those numbers is in the slides. IDC, TrendFocus, Wells Fargo idFJB-3/10/2018
3549How did this happen? Before we spend a lot of time on how it happened, it mightBargain Hunter-3/10/2018
3548How did this happen? --------------------------------- Two years and $19bn latFJB-3/10/2018
3547WDC SSS: "Market position evaporating in front of our eyes"...........BeenRetired-3/10/2018
3546[graphic]sndk1000-3/9/2018
3545ETA: $100 per share gets us up to a forward P/E of about 7 1/2 times earnings. bigchad23/9/2018
3544Well done, Bruno. Nice graphic. Your 'excitement' is infectious. UWG Unwelcomeguest-3/9/2018
3543DON'T THINK IT'S GOING TO HAPPEN! Toshiba expects to complete chip ubigchad-3/9/2018
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