WDC, NAND, NVM, enterprise storage systems, etc.

STOCKTALK

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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.

An SI Board Since May 2016

Posts	SubjectMarks	Bans	Symbol
4857	67	2	SNDK

Emcee: Sam	Type: Moderated

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Reply	Message Preview	From	Recs	Posted
3624	SA, this exchange has taken a turn into the bizarre. I feel like I am trying to	Unwelcomeguest	-	4/16/2018
3623	China refuses to approve SK hynix-Toshiba deal In the latest standoff over att	Sam	1	4/16/2018
3622	But the amount of debt relative to revenue matters too. As do the interest rates	Sam	-	4/16/2018
3621	I know what a ratio is, but I don't think you do. Ratios are what make unse	SiliconAlley	1	4/16/2018
3620	Worthwhile speculation since most of the analysts are also 'finance guys'	Unwelcomeguest	-	4/16/2018
3619	"A ratio is not a debt level." I know what a ratio is, but I don'	Unwelcomeguest	-	4/16/2018
3618	A ratio is not a debt level. WDC has 3 times the debt of STX - $12B versus $4B.	SiliconAlley	1	4/16/2018
3617	Here is a speculation on why STX has a much higher valuation than WDC: STX has	Sam	1	4/16/2018
3616	Did you look at the tables in my post? They address the debt levels of each com	Unwelcomeguest	-	4/16/2018
3615	Yes, you are missing debt, and you are missing dividend yields - the combination	SiliconAlley	1	4/16/2018
3614	Sorry for the belated response. Didn't worry about investments over the wee	Unwelcomeguest	1	4/16/2018
3613	If someone could only explain why Seagate has a PE almost DOUBLE that of WDC and	SiliconAlley	1	4/13/2018
3612	"WDC's daily trading volume has dropped off of a cliff . . ." just	Art Bechhoefer	-	4/13/2018
3611	It would be nice if WS woke up. Instead, MU and WDC's PE multiples do not m	Unwelcomeguest	-	4/13/2018
3610	IBD is catching on. Imagine what will happen to Micron and WDC if Wall Street in	Sam	2	4/13/2018
3609	If anyone wonders why enterprise data centers have been booming (and storage an	Sam	1	4/11/2018
3608	Micron was up almost 30% in a few weeks time going into earnings. While earning	bigchad	3	4/10/2018
3607	Given what happened to MU on good results that beat expectations, one must consi	Unwelcomeguest	-	4/10/2018
3606	Western Digital Sets April 26 for Q3 Fiscal 2018 Financial Results Conference Ca	Sam	-	4/10/2018
3605	And then there's this: Mizuho defends Micron on 2H potential for DRAM, NAND	Sam	-	4/10/2018
3604	More insight into trade war with China and the possible impact on Semis. Link:	Unwelcomeguest	-	4/10/2018
3603	Interesting that the other analyst came out with a hold rec 2 weeks later if it	Unwelcomeguest	-	4/9/2018
3602	General market comment. Positive news. Futures are sharply up in reaction. Chin	Sam	2	4/9/2018
3601	Actually it is and hopefully she will........ barrons.com	bigchad	-	4/9/2018
3600	Logic would say an upgrade for WDC is coming since all of the reasons she gave f	Unwelcomeguest	-	4/9/2018

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