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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4823 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
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4642Chia Cryptocurrency Expected to Cause Hard Drive and SSD Shortages pcmag.comstorage_savant34/19/2021
4641Where's the SanDisk (oops, WDC) Gelsinger. Sanjay? anyone?...anyone?...BeenRetired-4/16/2021
4640TOKYO (Reuters) - Japan Investment Corp (JIC) and Norinchukin Bank are consideriBruno Cipolla14/15/2021
4639Controversial Toshiba CEO steps down, shares jump on bidding war expectations BySam-4/14/2021
4638My impression is that disk is a low cost, zero to negative growth cash cow YourSiliconAlley-4/12/2021
4637<I>Disk drive revenue is increasing, not decreasing. </I> Sounds haElroy-4/12/2021
4636MU wouldn’t have to spin off the WDC disk drive business, they could keep it andSiliconAlley-4/12/2021
4635I am sure that everything is under consideration at this point. Geez, Toshhiba sSam-4/11/2021
4634MU wouldn’t have to spin off the WDC disk drive business, they could keep it andElroy-4/10/2021
4633I am just spitballing here, but I think Micron will make an offer to buy WDC to Unwelcomeguest-4/10/2021
4632Activists Get Their Moment in Japan With $21 Billion Toshiba Bid By Gearoid ReiSam-4/8/2021
4631I just can't figure out what China would have to say about it and I don'SiliconAlley-4/7/2021
4630I just can't figure out what China would have to say about it and I don'Unwelcomeguest14/3/2021
4629I don't know. I would guess that Japan would approve it with the same kind oSam-4/2/2021
4628I think he meant to say, '...as to whether China (Japan) would approve any sUnwelcomeguest-4/2/2021
4627 When It Comes To Any Deal, '$30B For Kioxia Is Rich' Says Wedbush -- MaSam14/1/2021
4626 Kioxia Sales Talks Could Spur Micron to Buy Western Digital, Analyst SpeculateSam34/1/2021
4625They will never be allowed to sell the HD division to Seagate. They are already Sam-3/31/2021
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-3/22/2021
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