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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4857 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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4607Rising prices dampens demand. It happened (NAND but price increases) in the cElroy-3/5/2021
4606The usual explanation: demand will outstrip new supply.Sam-3/5/2021
4605<I>NAND ASPs are forecast for a flattish Q/Q performance in calendar Q2 duElroy-3/5/2021
4604Western Digital upgraded at Goldman ahead of NAND pricing growth Mar. 05, 2021 8Sam-3/5/2021
4603Owing to High Demand from Smartphone Manufacturers, NAND Flash Revenue UndergoesSam13/3/2021
4602Received an update to your article in my eTrade account today. Here is the textUnwelcomeguest-3/1/2021
4601 Western Digital and Micron Rally on Upbeat Outlook for Memory-Chip Pricing -- Sam22/24/2021
4600For those who haven't seen it, another example of Western Digital's entrSiliconAlley12/19/2021
4599Very surprised that Mark Hulbert's name was on that article, which I don'SiliconAlley-2/19/2021
45982021 NAND Flash Updates from ISSCC: The Leaning Towers of TLC and QLC by Billy Sam22/19/2021
4597Kioxia, Western Digital announce 6th-gen [162L] 3D flash memory Jessie Shen, DIGBeenRetired22/19/2021
4596I was certainly talking about the article, presuming that it correctly summarizeSam-2/17/2021
4595While I don't doubt that neither of you read it, the poster did say it was tSiliconAlley-2/17/2021
4594Art and I should have said thatb the article about the study was too simplistic.Sam-2/17/2021
4593The study by the Harvard Univ. researchers, like many studies from academe, reliSiliconAlley-2/16/2021
4592Sam, The study by the Harvard Univ. researchers, like many studies from academeArt Bechhoefer-2/16/2021
4591SSD units sold surpassed HDDs in 2020 (333m vs 260m) by Mark Tyson on 16 FebruBruno Cipolla32/16/2021
4590The way this definition of "bubble" is applied in this case seems pretSam12/15/2021
4589XPG review shows WDC SN850 best [graphic]True-test-Result.png (2345×896) (BeenRetired12/15/2021
4588Well there you have it, different analysts with different opinions. I'll taSiliconAlley12/7/2021
4587horizontechnology.com And with tape demand at all time highs, HDD's are cerSiliconAlley-2/7/2021
4586More Evidence that HDD cost/bit leadership is far from certain: wikibon.comstorage_savant-2/7/2021
4585Please link it to me again, I am open to reading anything. HOWEVER, any growth storage_savant-2/7/2021
4584This is ignorant and wrong. I would suggest you read the HDD growth report postSiliconAlley-2/7/2021
4583This is ignorant and wrong. SSD's already win in just about every other dimstorage_savant12/7/2021
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