Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center
Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...
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Toshiba Tilting To WDC - Third Anvil Drifting Away? But LNG...
Earlier this week there were a number of articles in the local and international press suggesting Toshiba Corp (6502 JP) was changing its tune, and...
259 Views
Toshiba Update - Court Cases, SK Hynix, and Auditor Risk
There have been several pieces of news on Toshiba Corp (6502 JP) since late last week, and a fair bit of Japanese media coverage of the company....
257 Views
The "Einhorn Bet" And What Might Toshiba Be Worth?
The Einhorn Bet - What Might Toshiba Be Worth?Bloomberg reported late Friday E.S.T. that the Greenlight Capital Q2 investor letter said that it had...
477 Views
Toshiba Memory - The INCJ Bid and Why Structure Matters
As suggested six weeks ago in Toshiba Memory Sale - Player Scorecard, the INCJ/DBJ/then-KKR bid was about the perfect combo to solve Toshiba's...
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