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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
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3742In other related news, this on MU. This is the highest PT issued for MU. Tue Unwelcomeguest-5/15/2018
3741So, WDC management believes their shares are underpriced too. If they actually Unwelcomeguest-5/15/2018
3740 Western Digital successfully prices $2.455 bln of new U.S. dollar-denominatCharlie Smith45/15/2018
3739This planet has limited resources, and they are running out fast. Yeah, I well alanrs25/15/2018
3738I can tell you that there is nothing coming in the next decade that will knock HSiliconAlley-5/14/2018
3737I would respectfully disagree. HDD will be dead in 25 years. Despite MAMR, itstorage_savant-5/14/2018
3736barrons.comsndk1000-5/14/2018
3735As for HDD, you are completely wrong. The growth WD has experienced in datacenteSiliconAlley-5/14/2018
3734Agreed on the lack of transparency wrt the enterprise SSD business, but any issustorage_savant15/14/2018
3733Barron's article about the JPM coverage that I received in my eTrade accountUnwelcomeguest-5/14/2018
3732I think the timing of JP Morgan's initial coverage and announcement was careUnwelcomeguest25/14/2018
3731The bigger positive seems to be that enterprise demand for both SSD and HDD is iSiliconAlley-5/14/2018
3730You are correct about MCP meaning, thanks for the correction. And upon re-read storage_savant-5/14/2018
3729This guy has a pretty good analysis of the state of affairs at WDC. Link: seekiUnwelcomeguest15/14/2018
3728MCP stands for multi chip package. So MS predicts the average number of memory cSiliconAlley-5/14/2018
3727This is a generalization that isn't always correct. Of course its a generalSiliconAlley-5/14/2018
3726 Shifts do not occur overnight from a $3 device to a $4 device (using today'storage_savant15/14/2018
3725 Western Digital stock gains after J.P. Morgan initiates at overweight MARKETWASam-5/14/2018
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
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