ENTITY
Western Digital

Western Digital (WDC US)

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Analysis
Information TechnologyUnited States
Western Digital Corporation is a global provider of solutions for the collection, storage, management, protection and use of digital content, including audio and video. The Company's products include hard drives, solid-state drives, and home entertainment and networking products.
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bullishSK Hynix
20 Oct 2020 08:08

Intel's Memory Business Sale.  Does It Make Sense?

The Wall Street journal today published a leak that Intel and SK hynix are in

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Jim Handy
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17 Oct 2020 23:48

TMT Weekly:  3 Things that Stood Out The Week of 10/16/​​​​2020

Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.

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02 Oct 2020 23:46

Seagate’s HAMR HDDs, CORTX and Lyve Drive Rack: Positive Enablers

Continued development of HDDs, particularly increasing storage capacity on HDD disks is the key to retaining a competitive advantage for HDDs over...

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bearishWestern Digital
28 Sep 2020 17:37

Western Digital. Spinning Out Either HDD Or SSD Divisions Makes No Sense.

On September 22 last,  Western Digital' issued a press release regarding their plan to 

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bearishKioxia Holdings
27 Sep 2020 21:10

Toshiba – Kioxia’s Postponed IPO Is NOT About US-China Tensions and That Means More Downside Risk

The Nikkei reported today that Kioxia would be postponing its much-anticipated IPO due to US-China tensions. That is an interesting fig-leaf in our...

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Mio Kato
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