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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4828 66 2 SNDK
Emcee:  Sam Type:  Moderated
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3792If Hynix now owns a portion of the JV, is that potentially troublesome for WDC? Art Bechhoefer-6/1/2018
3791Toshiba completes $21 bn sale of chip unit - REAL OR FAKE? - The Nation BreakFJB-6/1/2018
3790That is about $90k. Doesn't seem like a fair price for top engineers. The aSiliconAlley-5/29/2018
3789RE:10 million yen That is about $90k. Doesn't seem like a fair price for tFJB-5/29/2018
3788Toshiba's loss of star engineer tells tale of company's decline <snipBruno Cipolla-5/29/2018
3787You are absolutely right, "by that logic" it´s a good time to owndr_elis-5/26/2018
3786I am still skeptical they will *actually* buy back 15% of their outstanding sharSiliconAlley-5/24/2018
3785More MU Mojo from Needham. Received in my eTrade account: Micron target raisedUnwelcomeguest25/23/2018
3784News is good but WDC is still >15% below its 52-week high, while MU is almosttoastr25/22/2018
3783I don't put much faith in planned buybacks since they almost never happen onUnwelcomeguest15/22/2018
3782Micron is well over $59 now pre-market. Bid-ask is $59.60-59.62 at the moment, Sam-5/22/2018
3781Micron shares surge 6.8% premarket as analysts cheer $10 billion share buybackFJB-5/22/2018
3780Must have been some good stuff said in the MU analyst day. It is up 6.3% in theUnwelcomeguest-5/22/2018
3779I hope the stock is too expensive to buy back in 2019 since I am holding a big cUnwelcomeguest-5/21/2018
3778Putting Micron news here is fine with me. They are clearly closely related to WDSam-5/21/2018
3777I hate to keep bringing up MU here, but they are doing a lot to get press latelyUnwelcomeguest-5/21/2018
3776Recieved in my eTrade account. MU raises forecast. Micron boosts Q3 guidance aUnwelcomeguest-5/21/2018
3775I don’t think the agreement necessarily gives Seagate, et al chips at a discountUnwelcomeguest-5/21/2018
3774I don't know, UWG, this deal is really complicated. Here is an excerpt from Sam-5/21/2018
3773Lots of obvious statements in the article, so I am suspicious if he really is asUnwelcomeguest-5/20/2018
3772I just read this article in Forbes: Toshiba Memory Unit Sales Passes RegulatorySam-5/20/2018
3771 <i>If AMAT is lowering revenue guidance and saying NAND spending especialElroy-5/18/2018
3770I agree. Sorry to see you being schooled and nitpicked. ARSalanrs-5/18/2018
3769If AMAT is lowering revenue guidance and saying NAND spending especially is goinSiliconAlley-5/18/2018
3768If AMAT is lowering revenue guidance and saying NAND spending especially is goinbigchad-5/18/2018
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