\
  The most prestigious law school admissions discussion board in the world.
BackRefresh Options Favorite

WDC stock guy

today a good entry point? why is it crashing?
Hot lime range
  08/12/21
hmm. seems like the immediate driver for today’s move ...
dashing pink station goal in life
  08/12/21
wtf just happened?
Hot lime range
  08/25/21
$70 is a logical price
Supple orchid queen of the night
  08/25/21
based on what?
dashing pink station goal in life
  08/25/21
WDC guy called it at $70 when it was $40 if I am not mistake...
Supple orchid queen of the night
  08/25/21
i’m “wdc guy” nigga. you think two differe...
dashing pink station goal in life
  08/27/21
...
dashing pink station goal in life
  08/25/21
https://www.wsj.com/articles/western-digital-in-advanced-tal...
dashing pink station goal in life
  08/25/21
http://www.autoadmit.com/thread.php?thread_id=4658704&fo...
dashing pink station goal in life
  08/25/21
presume good to hold long term through this consolidation? ...
Hot lime range
  08/25/21
Yes. This will be a 100% stock deal which normally should ma...
dashing pink station goal in life
  08/25/21
Any noise from Seagate or Sandisk that could chip away at th...
Supple orchid queen of the night
  08/25/21
wdc owns sandisk. seagate is irrelevant here
dashing pink station goal in life
  08/25/21
Great buy
filthy amber library
  10/29/21
What's up today?
Hot lime range
  01/28/22
WDC stock guy, what now?!
Hot lime range
  01/04/26
...
Hot lime range
  01/05/26


Poast new message in this thread



Reply Favorite

Date: August 12th, 2021 1:12 PM
Author: Hot lime range

today a good entry point? why is it crashing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#42935530)



Reply Favorite

Date: August 12th, 2021 2:13 PM
Author: dashing pink station goal in life

hmm. seems like the immediate driver for today’s move is morgan stanley downgrading micron. but micron sells mainly DRAM chips with different demand drivers than wdc’s hard drives + flash.

lemme think more about whether this is a good near term entry point. but if you have a longer term horizon it’s a steal. there are some obvious catalysts on the horizon (eg kioxia’s imminent ipo) that do not seem reflected in the valuation

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#42935881)



Reply Favorite

Date: August 25th, 2021 2:14 PM
Author: Hot lime range

wtf just happened?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007170)



Reply Favorite

Date: August 25th, 2021 2:16 PM
Author: Supple orchid queen of the night

$70 is a logical price

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007180)



Reply Favorite

Date: August 25th, 2021 2:42 PM
Author: dashing pink station goal in life

based on what?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007342)



Reply Favorite

Date: August 25th, 2021 7:09 PM
Author: Supple orchid queen of the night

WDC guy called it at $70 when it was $40 if I am not mistaken, this was logical advice.

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008675)



Reply Favorite

Date: August 27th, 2021 12:58 AM
Author: dashing pink station goal in life

i’m “wdc guy” nigga. you think two different xo posters thought of western digital in this cesspool of retarded ark/crypto memeing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43016516)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: dashing pink station goal in life



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007320)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: dashing pink station goal in life

https://www.wsj.com/articles/western-digital-in-advanced-talks-to-merge-with-kioxia-in-20-billion-plus-deal-11629914820?mod=hp_lead_pos3

my entire premise for this stock turned on virtually certain flash memory consolidation

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007317)



Reply Favorite

Date: August 25th, 2021 2:40 PM
Author: dashing pink station goal in life

http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165186

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007329)



Reply Favorite

Date: August 25th, 2021 3:47 PM
Author: Hot lime range

presume good to hold long term through this consolidation?

any other plays at today's high valuations?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007607)



Reply Favorite

Date: August 25th, 2021 6:20 PM
Author: dashing pink station goal in life

Yes. This will be a 100% stock deal which normally should make you nervous bc of dilution. But this is a very special case.

Here’s the global flash memory market (sk Hynix and intel have already merged):

https://blocksandfiles.com/wp-content/uploads/2020/08/2Q20-NAND-suppliers-revenue-share.jpg

There’s only room for maybe 3 large players globally because it requires gigantic fixed costs. So it’s been horrifically unprofitable lately bc of oversupply.

Kioxia and WDC merging would help everyone including themselves obviously. And normally it’d be a nightmare to combine different technologies, but these two have been sharing the same tech + facilities under JVs since 2016.

So tldr yes you should hold imo. Micron could be interesting to watch as well since I’m guessing they’ll sell their flash business to wdc too before long

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008404)



Reply Favorite

Date: August 25th, 2021 7:10 PM
Author: Supple orchid queen of the night

Any noise from Seagate or Sandisk that could chip away at this?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008681)



Reply Favorite

Date: August 25th, 2021 8:19 PM
Author: dashing pink station goal in life

wdc owns sandisk. seagate is irrelevant here

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008993)



Reply Favorite

Date: October 29th, 2021 6:40 AM
Author: filthy amber library

Great buy

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43348617)



Reply Favorite

Date: January 28th, 2022 12:03 PM
Author: Hot lime range

What's up today?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43862262)



Reply Favorite

Date: January 4th, 2026 11:21 AM
Author: Hot lime range

WDC stock guy, what now?!

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#49561343)



Reply Favorite

Date: January 5th, 2026 8:59 PM
Author: Hot lime range



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#49565478)