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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4853 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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4624Yeah, or just sell the disk business to Seagate, and merge the NAND groups of WDElroy-3/31/2021
4623That's what I think pretty much. They will need some more NAND heft to compeSam13/31/2021
4622Interesting. WDC probably makes more sense. Or maybe MU and WDC merge, and also Elroy-3/31/2021
4621 Micron, Western Digital each exploring possible deal for Japanese chip maker KSam13/31/2021
4620latest [graphic] [graphic]Bruno Cipolla13/25/2021
4619Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom was SiliconAlley-3/22/2021
4618Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom wasUnwelcomeguest-3/21/2021
4617"Bottom line here: Intel has to win, somehow, with its huge investment in 3SiliconAlley-3/17/2021
4616Micron Technology Inc on Tuesday said it will put a chip factory in Lehi, Utah uBargain Hunter13/16/2021
4615Western Digital Announces Virtual Investor Event to Showcase Flash Technology OvSam-3/11/2021
4614Latest analyst opinions, from etrade, since january [graphic] [graphic] [graphicBruno Cipolla13/11/2021
4613Western Digital price target boosted at Stifel after business split improved valSam13/11/2021
4612Western Digital Unveils SanDisk Extreme Portable SSDs The company claims that thSam-3/8/2021
4611I think forecasting a nand price increase to occur six months from now takes morSiliconAlley13/5/2021
4610It's not as simple as the notion that "rising prices dampens demands.&qSiliconAlley13/5/2021
4609Hi Art, Price increases for NAND will reduce demand for NAND. It’s common senseElroy-3/5/2021
4608It's not as simple as the notion that "rising prices dampens demands.&qArt Bechhoefer-3/5/2021
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
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