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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4827 66 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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4017The pricing and performance of the 5210 ION SSD spells the end of the HD businesArt Bechhoefer-11/7/2018
4016 Micron Positions QLC to Lead Market Transition from Hard Disk Drives to Solid Sam-11/7/2018
4015October Contract Prices for NAND Flash Chips/Wafers Witnessed Continued Price DSam-11/6/2018
4014cnn.comstorage_savant-11/4/2018
4013that WDC margins on solid state, nonvolatile memory (i.e., NAND flash) are much SiliconAlley-10/31/2018
4012 by delaying increases in production capacity They are not delaying increases iSiliconAlley-10/31/2018
4011I don't disagree with you. What I should have stated in comparing MU and WDArt Bechhoefer-10/31/2018
4010Art, Micron and WDC are really in different markets. MU primary market is sellifranklin1-10/31/2018
4009The latest announcement form Samsung, cutting capital spending in light of sloweArt Bechhoefer-10/31/2018
4008Samsung Cuts Back Capital Spending as Earnings Top Estimates By Sam Kim OctobeSam-10/31/2018
4007Art, both Hynix and Samsung have already said that they are delaying expansion pSam110/29/2018
4006If WDC is signaling its customers that, by delaying increases in production capaArt Bechhoefer-10/29/2018
4005A little late.... Loop steps to WDC sidelines on NAND pricing Oct. 29, 2018 7:Sam110/29/2018
4004I read the WDC all again, and yes I see their production reduction will kick in Elroy-10/26/2018
4003After reading the transcript of the WDC conference call, I'm inclined to belArt Bechhoefer-10/26/2018
4002<i>What other factors might be responsible?</i> There is a large suElroy-10/26/2018
4001It's possible that one reason for apparent excess wafer capacity going forwaArt Bechhoefer-10/26/2018
4000Wow.... Just, wow! WDC and MU are both getting devastated due to speculation thSam-10/26/2018
3999Latest analyst's opinions [graphic] [graphic]Bruno Cipolla-10/26/2018
3998Currently 43.7$ Market cap. 12.7B$ Buyback 5B$, more than 4B$ left.Bruno Cipolla210/26/2018
3997What concerns me as well in the earnings call is how few shares were bought backdeepsee-10/26/2018
3996Western Digital will reduce CY19 wafer output by up to 15% Oct. 25, 2018 6:03 PSam-10/25/2018
3995Western Digital misses by $0.02, misses on revenue Oct. 25, 2018 4:12 PM ET|AboSam-10/25/2018
3994Western Digital Announces Financial Results for First Quarter Fiscal Year 2019SABruno Cipolla-10/25/2018
3993Very surprised that no one has mentioned Micron's intended purchase of IntelSiliconAlley-10/25/2018
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