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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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40423 Takeaways From Western Digital's 2018 Analyst Day Let's go over thisSam-12/30/2018
4041Merry Christmas everybody out there! BrunoBruno Cipolla212/24/2018
4040 Toshiba has no immediate plans to sell memory chip stake - CEO REUTERS 5:00 ASam-12/21/2018
4039Sam -- Citi's views on NAND pricing are certainly interesting, and probably Art Bechhoefer-12/11/2018
4038Here is more on Citi's call on Micron, but it includes a fair bit on NAND asSam-12/11/2018
4037 US-China trade conflict may pose risks to Korean chip makers: report By SSam112/10/2018
4036Mizuho cuts Western Digital's target on NAND, SSD Dec. 10, 2018 1:59 PM ET|Sam112/10/2018
4035Craig-Hallum upgrades Western Digital (NYSE: WDC) from Hold to Buy and maintainReturn to Sender-12/6/2018
4034PDF Slides:Bruno Cipolla-12/6/2018
4033Transcript here for Investor Day: seekingalpha.com RtSReturn to Sender112/5/2018
4032Did someone find a nice summary of the investor day ?JCnieuwenj-12/5/2018
4031 Another Apple Supplier Slashes Its Sales Guidance -- Barrons.com DOW JONES &amSam212/4/2018
4030RBC trims WDC ahead of analyst day Dec. 3, 2018 2:40 PM ET|By: Brandy Betz, SSam-12/3/2018
4029NVMe Hits a Tipping Point By Gary Hilson, 11.30.18 TORONTO – You kSam-12/1/2018
4028The Samsung 860 QVO (1TB, 4TB) SSD Review: First Consumer SATA QLC by Sam-12/1/2018
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
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