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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
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4574<I> ere. I'm here to defend misinformation posted about WDC. </I>Elroy-2/5/2021
457313G filed by Blackrock today. Holding 7.5% WDCSiliconAlley-2/5/2021
4572Why don't you unban him from your board, and carry on your debate with him tSiliconAlley-2/5/2021
4571Hmm, going over to your own SIMO board, I find one guy banned for this reason: &Sam22/4/2021
4570I’ve had a friendly debate with Silicon Turkey for years Please refrain from peSiliconAlley-2/4/2021
4569I got lots of free time. WDC and Home Depot are in different industries. WDC aElroy-2/4/2021
4568Hello Elroy, Would you please explain your reason for comparing WDC with SIMO.-franklin112/4/2021
4567Cost reductions improve gross margins, they don’t force price reductions. CompetSiliconAlley-2/3/2021
4566 <I> Price reductions in NAND are driven by cost reductions. </I> Elroy-2/3/2021
4565You 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 selElroy12/3/2021
4563SIMO delivered $3.28 eps in 2020: they’ll probably do $4:80 in 2021 Well, this SiliconAlley-2/3/2021
4562SIMO just reported Q4 and guided 2021 revenues to be up 20% to 30% from 2020. SElroy-2/3/2021
4561That means in nine years WDC will be debt free, just like SIMO! And without theSiliconAlley-1/29/2021
4560<i>Keep in mind that they are paying down nearly a billion a year in debt,Elroy-1/28/2021
4559More than twice!? Wow, that sounds pretty good. Consensus estimate for FY 22 isSiliconAlley-1/28/2021
4558<i>FY 2022 earnings estimates are more than twice FY 2021.</i> MoreElroy-1/28/2021
4557I see WDC with year on year declining revenues Year over year revenues are meanSiliconAlley-1/28/2021
4556<i>You can easily pay for the data and look at it.</i> 'Pay'Elroy-1/28/2021
4555it'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 decElroy-1/28/2021
4553I doubt WDC is gaining share, and profitability is flat, not improving. Doubt ySiliconAlley-1/28/2021
4552I wonder what is the particularly good thing in the WDC results? Gross margins aElroy-1/28/2021
4551Western Digital Shares Jump After Beating Earnings Expectations -- Barrons.com Sam11/28/2021
4550Thanks for bringing up NVMI. I had a glance at last Q results. I like product Elroy-1/26/2021
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