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

STOCKTALK

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

An SI Board Since May 2016

Posts	SubjectMarks	Bans	Symbol
4853	67	2	SNDK

Emcee: Sam	Type: Moderated

Introduction Market Data Compact

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

Reply	Message Preview	From	Recs	Posted
4149	Tomorrow will likely not be pretty. Dow futures drop more than 450 points amid	Sam	1	5/5/2019
4148	Given those prices, who in the world would buy an MLC chip? Someone who wants	SiliconAlley	-	5/1/2019
4147	My guess is that those are spot prices. Larger companies typically don't buy	Sam	-	4/30/2019
4146	Curious if anyone understand this topic....... If I look at the ChinaFlashMarke	Elroy	-	4/30/2019
4145	And now, it's actually UP by almost 2%. While you were doing a Chicken Litt	Unwelcomeguest	1	4/30/2019
4144	the Q1 results were perhaps a bit worse than expected, The company just repor	SiliconAlley	-	4/30/2019
4143	Yeah, well as I said the Q1 results were perhaps a bit worse than expected, but	Elroy	-	4/30/2019
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	-	4/28/2019
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	-	4/16/2019
4126	This is where I think you exaggerate: <i>Surely all the happy NAND makers	Sam	-	4/16/2019
4125	<i> the second half expectations of a revival of the tech markets look pro	Elroy	-	4/16/2019

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