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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
Introduction Market Data Compact
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3917Samsung accidentally leaked a bunch of details about its major phone that launchSam-8/3/2018
3916You are so knowledgeable and accurate in predicting WDC prices that you can probSiliconAlley-8/3/2018
3915"I've never seen an article make such an assumption. Can you please posArt Bechhoefer38/3/2018
3914Support will likely come in at $66.66, where the dividend hits the 3% mark.SiliconAlley-8/3/2018
3913In the article I just posted, it says that they believe that that is a factor inSiliconAlley-8/3/2018
3912If a can of Spam is on sale at the supermarket, does the buyer need to know thaSam18/3/2018
3911There appear to be two misconceptions in media reporting. One, as you note, is tSiliconAlley-8/3/2018
3910There appear to be two misconceptions in media reporting. One, as you note, is Art Bechhoefer-8/3/2018
3909Western Digital launches 15 TB enterprise SAS SSD 1 WSam28/3/2018
3908Contract Prices in NAND Flash Market Will Keep Falling in 2H18 Due to OversupplySam18/3/2018
3907At these levels it would make sense to borrow a few extra billions and do a hugeSiliconAlley-8/2/2018
3906So the price will either go up or they will shrink the float by 75 million shareSiliconAlley-8/2/2018
3905Great quote from Lynch: "Far more money has been lost by investors preparSam18/2/2018
3904Great article on WDC. I agree with a LOT of what this author says and I suspectUnwelcomeguest28/2/2018
3903WDC needs most of the 5B$ for capex and debt repayment. At these levels it wouldBruno Cipolla-8/2/2018
3902At these levels, a $5 billion buyback will get you just about one quarter of thedeepsee-8/1/2018
3901Seems to be a race to see which stock can get a lower PE, WDC or MU. They are eSam27/30/2018
3900Toshiba Begins to Construct New BiCS 3D NAND Fab in Iwate Prefecture by Anton SBruno Cipolla17/30/2018
3899Typhoon No. 12 barrels through western Japan from east to west (Mie prefecture.Bruno Cipolla-7/29/2018
3898A couple of slides from the WDC CC: [graphic] [graphic]Sam-7/29/2018
3897Some history behind Sandisk/WDC/flash. M-Sys founders Dov Moran and Aryeh Mergi Sam17/28/2018
3896two more added in the last hour [graphic]Bruno Cipolla-7/27/2018
3895Latest analyst opinions from e*trade [graphic] [graphic]Bruno Cipolla17/27/2018
3894Both Intel and WDC taking water this morning. Relentless selling. Analyst ActiSam-7/27/2018
3893how bad was the guidance? There was no dance.SiliconAlley-7/27/2018
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