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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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3752is he still using that line? lolbigchad-5/15/2018
3751I think it hilarious that an earlier poster suggested that the proceeds of the nSiliconAlley-5/15/2018
3750Some advice you would be well served to heed. I don't attack people, I chalSiliconAlley-5/15/2018
3749"Please take your personal attacks elsewhere." Some advice you would Unwelcomeguest15/15/2018
3748Well, as long as you said please....... Might want to reconsider your strange oalanrs-5/15/2018
3747but your posts reek of insecurity. Please take your personal attacks elsewhere.SiliconAlley-5/15/2018
3746Kind of a non answer, but what the hell. As long as there is 'evidence'alanrs15/15/2018
3745So, WDC management believes their shares are underpriced too. Nowhere in the rSiliconAlley-5/15/2018
3744Exactly how fast are our resources running out, and which ones, specifically? NSiliconAlley-5/15/2018
3743Micron Stock Gains After Stifel Raises Target To Street-high $101 -- MarketWatchSam-5/15/2018
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 alanrs25/14/2018
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
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