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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4824 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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4542Hmm, a quick look at WDC confirms my view of it - no good. You're a bright SiliconAlley-12/16/2020
4541Here's another quick comparison of WDC and SIMO. Sep Q WDC revenues = ~$4 bElroy-12/16/2020
4540Hmm, a quick look at WDC confirms my view of it - no good. Sep Q revenues were Elroy-12/16/2020
4539The best indicator of that business outperformance would be share gains. Again,SiliconAlley-12/16/2020
4538<i>WDC is not in the business of selling controllers</i> Of course.Elroy-12/16/2020
4537For those who are interested in SSD market share, this is the bible, available fSiliconAlley-12/16/2020
4536If SIMO spends that much to make one, they can sell it to 30+ major customers. SiliconAlley-12/16/2020
4535I understand your opinion. I’m asking for facts which would support the opinionElroy-12/16/2020
4534Unless WDC is massively gaining share on the other NAND makers for some reason, SiliconAlley-12/16/2020
4533<i>Great article about NAND flash controllers, and the reason why major NAElroy-12/15/2020
4532Great article about NAND flash controllers, and the reason why major NAND playerSiliconAlley-12/15/2020
4531go awayElroy112/13/2020
4530Here are some quotes in which the companies are claiming to be the 'bestest&SiliconAlley-12/13/2020
4529Here are some quotes in which the companies are claiming to be the 'bestest&Unwelcomeguest112/13/2020
4528I'm 17th to put on Ignore. 2 bans, too...BeenRetired-12/12/2020
4527It's a fact that just about every NAND producer makes claims about their accSiliconAlley-12/11/2020
4526news.samsung.com news.samsung.com investor.wdc.com westerndigital.com bloombUnwelcomeguest112/11/2020
4525Chip Scaling, China Spending Fuel Fab Capex Surge By GeoSam-12/11/2020
4524<i>We have three leaders here with combined market cap of 72 billion in saElroy-12/11/2020
4523We have three leaders here with combined market cap of 72 billion in sales. RigMesaverde-12/10/2020
4522The key point of my question was whether anyone here knows of market share shiftSiliconAlley-12/10/2020
4521I would respectfully disagree. Claiming to be the biggest or the fastest is quiSiliconAlley-12/10/2020
4520Dude, Here is your original question: The key point of my question was whether aSam-12/10/2020
4519<i>Why do you always do this? Asking people to look up information </i&Elroy-12/10/2020
4518Why do you always do this? Asking people to look up information that is very relSam112/10/2020
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