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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4857 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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3724From JPM this morning....... Western Digital Initiation Overweight WDC, WDC US bigchad55/14/2018
3723 Western Digital started at overweight with $120 stock price target at J.P. MorSam-5/14/2018
3722Nice education for readers here, but unrelated to the point I was responding to,SiliconAlley-5/11/2018
3721 Higher capacity points actually produce less revenue per bit than lower capacistorage_savant35/11/2018
3720Your insights are often good, but your public posts are filled with constant nitSiliconAlley-5/11/2018
3719Didn't look, but I've messaged you a few times. I'm not sure why ystorage_savant35/11/2018
3718He'll tell you for a price. fyi, storage_savant has private messaged me prSiliconAlley-5/11/2018
3717He'll tell you for a price. What a bozo. ARSalanrs-5/11/2018
3716So what do you think fair value is? You seem to have no new independent analysisSiliconAlley-5/11/2018
3715SA has made his/her price target known several times and that number is $550. IUnwelcomeguest-5/11/2018
3714So what do you think fair value is? You seem to have no new independent analysistorage_savant-5/11/2018
3713So if one argues that the stock looks grossly undervalued for the long term, thaSiliconAlley-5/10/2018
3712UWG -- There is a basis for arguing that demand for certain WDC products, especiArt Bechhoefer-5/10/2018
3711Art, to your point about the current PPS, here is someone else pointing out thatUnwelcomeguest-5/10/2018
3710Maybe WDC will refute some of the UBS oversupply concerns in the investor conferSiliconAlley-5/10/2018
3709Maybe WDC will refute some of the UBS oversupply concerns in the investor conferUnwelcomeguest-5/10/2018
3708Just put the stalker on ignore. It works even better than a PPO.........bigchad25/9/2018
3707"...consistent efforts of mainly one participant to denigrate many other coUnwelcomeguest45/9/2018
3706a 44% decline in Qualcomm revenues Facts are quite important when it comes to iSiliconAlley-5/9/2018
3705The article you cited assumes a total decline in shipments of smartphones and reArt Bechhoefer-5/8/2018
3704Article about memory demand. reuters.com Is there anyone else in here? Or, amUnwelcomeguest-5/8/2018
3703UBS, the killjoys of the chipmakers, has upped their price target for MU from $3Unwelcomeguest15/8/2018
3702Interesting review from a couple of weeks ago of Samsung's latest SSDs. TheSam15/7/2018
37011TB SSDs have hit $199 again. It has been a couple years, since they were at thFJB15/7/2018
3700Some confusing pricing from Samsung. Samsung Posts Lowered MSRPs For 970 PRO AnSam-5/7/2018
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