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
4823	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
4567	Cost reductions improve gross margins, they don’t force price reductions. Compet	SiliconAlley	-	2/3/2021
4566	<I> Price reductions in NAND are driven by cost reductions. </I>	Elroy	-	2/3/2021
4565	You appear to be forgetting that it is the price wars which drive the increased	SiliconAlley	-	2/3/2021
4564	<I> No one wants commodity flash controllers unless they're try to sel	Elroy	1	2/3/2021
4563	SIMO delivered $3.28 eps in 2020: they’ll probably do $4:80 in 2021 Well, this	SiliconAlley	-	2/3/2021
4562	SIMO just reported Q4 and guided 2021 revenues to be up 20% to 30% from 2020. S	Elroy	-	2/3/2021
4561	That means in nine years WDC will be debt free, just like SIMO! And without the	SiliconAlley	-	1/29/2021
4560	<i>Keep in mind that they are paying down nearly a billion a year in debt,	Elroy	-	1/29/2021
4559	More than twice!? Wow, that sounds pretty good. Consensus estimate for FY 22 is	SiliconAlley	-	1/29/2021
4558	<i>FY 2022 earnings estimates are more than twice FY 2021.</i> More	Elroy	-	1/29/2021
4557	I see WDC with year on year declining revenues Year over year revenues are mean	SiliconAlley	-	1/28/2021
4556	<i>You can easily pay for the data and look at it.</i> 'Pay'	Elroy	-	1/28/2021
4555	it's doubtful WDC is gaining share Again, they are gaining share. You can	SiliconAlley	-	1/28/2021
4554	<i>Doubt you may, but they are in fact gaining share. </i> With dec	Elroy	-	1/28/2021
4553	I doubt WDC is gaining share, and profitability is flat, not improving. Doubt y	SiliconAlley	-	1/28/2021
4552	I wonder what is the particularly good thing in the WDC results? Gross margins a	Elroy	-	1/28/2021
4551	Western Digital Shares Jump After Beating Earnings Expectations -- Barrons.com	Sam	1	1/28/2021
4550	Thanks for bringing up NVMI. I had a glance at last Q results. I like product	Elroy	-	1/26/2021
4549	Seagate Stock Falls Despite Earnings and Sales Beat -- Barrons.com DOW JONES &	Sam	1	1/21/2021
4548	I still have mine, purchased in the teens.	SiliconAlley	-	1/20/2021
4547	Hello all, thought I would revisit this nearly 4-yrs old Off Topic subject. NVM	JCnieuwenj	-	1/20/2021
4546	Western Digital to Announce Second Quarter Fiscal 2021 Financial Results on Ja	Sam	1	1/11/2021
4545	Those who have given up on this stock will pay the price in 2021. Happy New Yea	SiliconAlley	-	12/31/2020
4544	More gaming magic from WDC, for our middle eastern friends: techradar.com	SiliconAlley	-	12/17/2020
4543	Wow! You've just told us that in the latest quarter WDC had 8 times the cas	SiliconAlley	-	12/16/2020

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