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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
Introduction Market Data Compact
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4027Interesting analysis of China and the Us. There Is No Grand Bargain With China Sam-11/30/2018
4026‘Still Too Much Optimism’ in Semi Stocks, Morgan Stanley Says By Ryan VlastelSam-11/21/2018
4025Western Digital Could Jump 66% barrons.comtoastr-11/15/2018
4024This is nothing new, and and just an extension of what SanDisk previously starteSiliconAlley111/14/2018
4023WDC: "Ultrastar DC ME200 Memory Extension Drive"...…………………………………………………BeenRetired-11/14/2018
4022One interesting trend that leads to lower NAND flash demand is that sales of lowSiliconAlley311/9/2018
4021One interesting trend that leads to lower NAND flash demand is that sales of lowArt Bechhoefer111/9/2018
4020Chips slide after Skyworks' Q1 warning Nov. 9, 2018 10:59 AM ET|By: BrandySam-11/9/2018
4019Moody's downgrades Western Digital Nov. 8, 2018 1:29 PM ET|About: WesternSam-11/8/2018
4018The pricing and performance of the 5210 ION SSD spells the end of the HD businesSiliconAlley-11/7/2018
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
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