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Technology Stocks
WDC/Sandisk Corporation
An SI Board Since January 1996
Posts SubjectMarks Bans Symbol
60323 407 2 WDC
Emcee:  clean86 Type:  Moderated
Introduction Market Data Compact
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60298I agree. I did wind up adding to my positionjoncon63-5/26/2016
60297Holding WDC through the call is a little stressful, but in light of recent upgradavid1951-5/26/2016
60296Well now that the banter between Art and SA has been banned, it certainly is easjoncon63-5/26/2016
60295" iPhone 7 component leak shows 256GB SanDisk ".......................BeenRetired-5/23/2016
60294Did demand AND unit price drop, or just unit price? Also, it's been clear fArt Bechhoefer15/20/2016
60293"Global 1Q16 NAND flash market posts 2.9% decrease"...................BeenRetired-5/20/2016
60292Thank you for the link..An excellent find..Worth the time..franklin1-5/19/2016
60291Hello, some more info about that is to be found here : anandtech.com At presJCnieuwenj25/19/2016
60290I'm not aware of QCOM supplying NAND chips, and don't think that is the Flasher-5/18/2016
60289PLAB CC: "cross-over for 3D NAND is still not great"..................BeenRetired-5/18/2016
60288And,...QCOM and Samsung ARE competitors. QCOM supplies um chips. so............BeenRetired-5/18/2016
60287Western Digital and Sandisk have always named each other as competitors. Intel Flasher-5/18/2016
60286"I know WDC had a big SSS share before SanDisk." Already SNDK NAND? BeenRetired-5/18/2016
60285David -- Now you raise another interesting question, whether the cost basis for Art Bechhoefer15/18/2016
60284Thank you, Art. Looking at my cost basis for WDC, I have shares acquired throughdavid1951-5/18/2016
60283David -- If you sell shares at a profit (i.e., above the cost basis), then you cArt Bechhoefer15/18/2016
60282Art, speaking of reducing risk, I have a question regarding my shares of WDC. Whdavid1951-5/18/2016
60281I wrote covered calls with a strike price of $80 on a portion of my SNDK holdingArt Bechhoefer-5/18/2016
60280Kudos to you, Art on your long term covered call positions. Now I'm curious david195115/18/2016
60279The ". . . phase-change memory breakthrough . . ." could be among the Art Bechhoefer15/18/2016
60278NLST CC: Samsung 5 year Co-op on DIMM SSS.......................................BeenRetired-5/18/2016
60277"IBM announces phase-change memory breakthrough"...my concern is WDC..BeenRetired-5/18/2016
60276SiliconAlley returns as Flasher! Perhaps a mirror would be a better friend for SSDiesel-5/17/2016
60275You're kidding... Only one alias per person SI.FJB-5/17/2016
602743 days early, but great call!Flasher-5/17/2016
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