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Technology Stocks
WDC/Sandisk Corporation
An SI Board Since January 1996
Posts SubjectMarks Bans Symbol
60323 408 2 WDC
Emcee:  clean86 Type:  Moderated
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60023 Samsung to halve investment in memory chips Total spending to reach $9 billion Sam-3/20/2016
60022OCC confirms that the new deliverable for SNDK options, after the completion of SiliconAlley23/18/2016
60021Looks like they might be glad to get a rate of 5.5% realmoney.thestreet.comjoncon6323/17/2016
60020And earnings dilution has no impact on the ability to service debt. The key ratSiliconAlley-3/17/2016
60019You should not expect those options to expire worthless. This depends on how OCSiliconAlley-3/17/2016
60018Let's assume there is enough free cash flow (before paying dividends) to covArt Bechhoefer23/17/2016
60017Scaramuzzo SanDisk storage VP: High-capacity flash drives down prices searchsolJCnieuwenj13/17/2016
60016And here are the number for free cash flow of both companies for the last 3 yearSiliconAlley-3/17/2016
600153.5% of $18 billion is $630 million. If there is a downturn, that is a big bilFJB-3/16/2016
60014As indicated earlier, two different cultures are not being combined. If you thiSiliconAlley-3/16/2016
60013This is not about net income, it is about free cash flow.SiliconAlley-3/16/2016
60012SA--I think you may have missed my main point about management problems caused bArt Bechhoefer-3/16/2016
60011As you note, SNDK had non-GAAP operating income of over $1 billion for 2015. BuArt Bechhoefer23/16/2016
60010The Xerox example of 50 years ago has no relationship whatsoever to the WDC/SNDKSiliconAlley-3/16/2016
60009businessinsider.comCharlie Smith-3/16/2016
60008<i>My chief concern about WDC shares as an investment is related to the poElroy-3/16/2016
60007"The physical distance is irrelevant." I disagree. As an example, wheArt Bechhoefer-3/16/2016
60006Interest rates are close to historic lows. Issuing convertible debt (e.g., bondArt Bechhoefer-3/16/2016
60005The physical distance is irrelevant. For most of the company, Western Digital wSiliconAlley13/16/2016
60004I have held Sandisk for 18 years. This debt load is nothing, in light of the alSiliconAlley23/16/2016
60003A 10-bagger? With its debt load? I am skeptical. How closely have you followedjoncon63-3/15/2016
60002<I>I thought WDC might have considered convertible debt in order to keep iElroy-3/15/2016
60001That attractive dividend could be endangered by the debt service costs they willArt Bechhoefer13/15/2016
60000Interesting and not sure myself if I will or won't buy more WDC after the meclean8613/15/2016
59999Yes, I like WDC potential, but the huge debt they will incur in order to buy SNDArt Bechhoefer13/15/2016
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