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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4849 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
Feb 25, 2025
I am expanding this thread to include WDC spinoff Sandisk. No explanation needed for anyone who knows the history.

Western Digital has been building their flash capacity for several years now. They have just capped it by buying Sandisk, one of the leading vendors of NAND and NAND based products. WDC's product line now includes hard disk drives (HDDs), solid-state drives (SSDs), direct attached storage solutions, personal cloud network attached storage solutions, and public and private cloud data center storage solutions. This forum will talk about everything related to WDC's many product lines, as well as things that might cannibalize those businesses (e.g., NVM, Xpoint, ReRAM and other futuristic inventions). Which includes a lot of topics.

Let the talk flow freely, as long as it is at least roughly on topic. No ad hominem silliness. And no politics whatsoever--keep that stuff outta here.

Here is WDC's Investors Relations presentation page for future reference:
investor.wdc.com
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4849Western Digital is already sold out of hard drives for all of 2026 — chief saysSam-Monday
4848Cantor Fitzgerald and Goldman Sachs Lift Western Digital (WDC) Price Targets ASam-Monday
4847Phison CEO warns: This is the last memory supercycle—now is the opportunity AI-Sam1Monday
4846Sandisk outlines $4.4B–$4.8B Q3 revenue target and projects structurally higher Sam-January 30
4845 'All Boats Are Rising' in Data and Memory, Says Western Digital FinanceSam1January 30
4844My $450 price target has been officially reached. WDC plus 1/3 share of SNDKSiliconAlley-January 28
4843Seagate Stock Surges After Earnings. Why Western Digital and Sandisk Are Also RaSam-January 28
4842I've been there, done that.... I imagine many of us have. Especially in the Sam2January 13
4841Normally, the hottest stock in the S&P500 would draw a crowd to a board. InGreg Hull1January 13
4840The Great Storage Pivot: How Western Digital Outpaced the Field in the AI Data SSam-January 12
4839Western Digital to Announce Second Quarter Fiscal Year 2026 Financial Results onSam-January 12
4838Does anyone remember Optane? One of the many "flash killer" technologBargain Hunter1January 2
4837Normally, the hottest stock in the S&P500 would draw a crowd to a board. It Sam-January 1
4836Regarding my earlier post about WDC's remaining stake in SNDK and filing reqBargain Hunter112/4/2025
4835I think that Micron's announcement about closing down Crucial is very signifBargain Hunter212/4/2025
4834 NAND Flash Wafer Supply Tightens Further, Some Products See Over 60% Contract PSam-12/1/2025
4833If they do a debt for equity exchange --What is the effect on the stock price? Bargain Hunter-11/26/2025
4832If they do a debt for equity exchange --What is the effect on the stock price? franklin1-11/26/2025
4831Can you please provide where you learned that western Digital was planning on seBargain Hunter-11/26/2025
4830Can you please provide where you learned that western Digital was planning on sefranklin1-11/26/2025
4829As of the end of WDC's Q1 2026 (Oct 3rd), WDC still owned about 7.5M shares Bargain Hunter211/25/2025
4828Memory Industry to Maintain Cautious CapEx in 2026, with Limited Impact on Bit SSam-11/17/2025
4827No overcapacity yet. From a S. Korean blogger on tech. Samsung Electronics, SKSam111/12/2025
4826Phison CEO confirms NAND prices have more than doubled and will continue to riseElroy111/10/2025
4825Just a year away from my $450 price target, pre spinoff. Sent from my Lear Jet.SiliconAlley-11/10/2025
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