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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4828 66 2 SNDK
Emcee:  Sam Type:  Moderated
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3642There is probably another more cogent explanation for China's rejection of TArt Bechhoefer14/24/2018
3641Morgan Stanley came out yesterday saying the same thing about the demand driver Unwelcomeguest-4/24/2018
3640Still more details on Hynix's earnings. SK Hynix posts 2nd-best earnings inSam-4/24/2018
3639SK Hynix echoes TSMC with warning of slower mobile chip growth Joyce Lee APRIL 2Sam-4/24/2018
3638SK hynix Posts Second-highest Quarterly Earnings for Q1 Posted on April 24, 201Sam-4/24/2018
3637This is new from my etrade account: [graphic]Bruno Cipolla34/24/2018
3636Looks like someone is betting on the stock tanking after ER. Large volume of $9Unwelcomeguest-4/23/2018
3635Ever since this story line broke, I have been trying to ascertain what effect itUnwelcomeguest-4/23/2018
3634This is a repeat from the Korea Times. Posted : 2018-04-16 16:02 Updated : 2018-Bruno Cipolla-4/23/2018
3633Shocking.............. Toshiba eyes cancelling chip unit sale if no China approbigchad-4/22/2018
3632I am not really crazy about Zack's, but this article is bullish on WDC, so hUnwelcomeguest-4/19/2018
3631Vijay Rakesh at Mizuho agrees with your take, Sam. DJ Intel, Micron Selloffs ArUnwelcomeguest-4/19/2018
3630It makes no logical sense at all. It is a great example of supposed "logic&Sam-4/19/2018
3629From the IBD article on LAM: "It raises concerns that memory (chip) customCharlie Smith-4/19/2018
3628[deleted]Sam-4/19/2018
3627Article on LAM's recent ER with comments about effects on MU and WDC. invesUnwelcomeguest14/19/2018
3626Not enough information. And has nothing to do with your suggestion that WDC is SiliconAlley-4/17/2018
3625But the amount of debt relative to revenue matters too. As do the interest ratesSiliconAlley-4/17/2018
3624SA, this exchange has taken a turn into the bizarre. I feel like I am trying toUnwelcomeguest-4/16/2018
3623China refuses to approve SK hynix-Toshiba deal In the latest standoff over attSam14/16/2018
3622But the amount of debt relative to revenue matters too. As do the interest ratesSam-4/16/2018
3621I know what a ratio is, but I don't think you do. Ratios are what make unseSiliconAlley14/16/2018
3620Worthwhile 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
3618A ratio is not a debt level. WDC has 3 times the debt of STX - $12B versus $4B.SiliconAlley14/16/2018
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