WDC, NAND, NVM, enterprise storage systems, etc.

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
4142	"this essentially prices the stock at the bottom and any bad news coming ou	Unwelcomeguest	-	4/30/2019
4141	Things are worse at Samsung because their mobile division is also dragging them	Sam	2	4/30/2019
4140	The WDC forward guidance seemed pretty good, actually. They are guiding toward	Elroy	-	4/30/2019
4139	Samsung slide 5 at irsvc.teletogether.com (click on "Presentation slides d	Sam	-	4/29/2019
4138	NAND Manufacturers Slash Output as Prices Crater By Joel Hruska on April 29, 20	Sam	1	4/29/2019
4137	I don't think anything anyone could say is going to change your mind, but it	Unwelcomeguest	1	4/29/2019
4136	WDC had $2.67b of inventory in Q1 2018. They had $3.4b of inventory in Q4 201	Elroy	-	4/29/2019
4135	<i>Furthermore fundamentals don't always tell the story. That's w	Elroy	-	4/29/2019
4134	We will get some data points tomorrow evening. Some cycles are absolutely horrib	Return to Sender	1	4/28/2019
4133	Fine. What's your guess on the next quarter where WDC will show year on yea	Elroy	-	4/28/2019
4132	"If WDC's revenues are going to decline for the nexy 6-7 quarters in a	Unwelcomeguest	1	4/28/2019
4131	the company is going to head toward bankruptcy because the NAND industry isn'	SiliconAlley	-	4/26/2019
4130	<i>this essentially prices the stock at the bottom and any bad news coming	Elroy	-	4/26/2019
4129	Baird downgraded WDC to Underperform today with a $40 PT. That, coupled with th	Unwelcomeguest	1	4/26/2019
4128	SK Hynix to cut NAND flash output by over 10% digitimes.com	Elroy	4	4/25/2019
4127	<i>For one thing, you can't really expand all that fast with NAND or	Elroy	-	4/17/2019
4126	This is where I think you exaggerate: <i>Surely all the happy NAND makers	Sam	-	4/17/2019
4125	<i> the second half expectations of a revival of the tech markets look pro	Elroy	-	4/17/2019
4124	Of course, we can never know what is really going on in China, but they are repo	Sam	1	4/16/2019
4123	<i>they have a long way to go to get to the point of seeing new all time h	Elroy	-	4/16/2019
4122	The "wisdom of crowds".	Sam	-	4/16/2019
4121	When I look at a long term monthly chart of WDC I see a double top and also a do	Return to Sender	2	4/16/2019
4120	I think the SOX is telling us better times are ahead even for commodity plays in	Return to Sender	3	4/16/2019
4119	Are you kidding me? <i>While we acknowledge there is downside risk to ne	Elroy	-	4/16/2019
4118	Deutsche upgraded Western Digital saying it likes the setup in earnings and bey	Return to Sender	2	4/16/2019

Go to reply# or date (mm/dd/yy):