Thread regarding Western Digital Corp. layoffs

“ Western Digital Rallies on Better Demand, Potential Flash-Memory Merger”

But. Sure. They are shutting down production.

If you had a real argument you wouldn’t have resorted to the obvious concern troll approach. It’s a childish debate tactic.

https://www.barrons.com/amp/articles/western-digital-stock-flash-memory-merger-c2e73d2d

Really?

WD always shuts down research. They gutted research. Research earns no immediate revenue.

The economics are simple. You make revenue with manufacturing going. You lose even more money with manufacturing shut down.

WD has had very short manufacturing stalls. Like a week at a time. But that’s when there was a glut of product.

It’s very obvious.

@2hiy+ laughing seems demonstrates your lack of understanding, lack of appreciation, or perhaps both of manufacturing Hourly factory and lab techs either take unpaid time or exercise vacation during a shutdown, Considering the large MFG population we have there is some savings to be had

manufacturing employee get paid per hour. engineer get salary. Xmas shut down for engineers does not save money. there were many xmas to new year shutdowns at wd.

Days later and I’m still laughing that someone expects people to believe WD would shut down production and keep R&D open as a way to save money.

I can’t find even a bad way to explain how that would work.

Is the OP a Poe or a simple troll or truly unaware of how ridiculous this idea is?

build to order, a path to commitment customers to volume and manage inventory Let's see how this works bc it is highly dependent on the strength of the supply chain & vendors, but at least it's a comment toward raw materials rather that FG inventory $$$

Well trolled sir. Well trolled.

Unfortunately, I'll need to refer you to android auto correct.

Tell me more about these interesting rates

Very ignorant. The economy is not fine and walking a very dangerous tight rope. Having almost 2 years of above normal inflation is compounding and ki-ling people. Oil prices are on the rise again, 100s of billions of dollars are being sent to crooked governments... Interesting rates are through the roof. Companies can't borrow money to leverage growth. Consumers can't afford loans for cars or houses...

Only semiconductor industry? I guess that's why all the retail stores are continuing to close and automotive can't move cars. Hospitality industry in cratering. Realestate is suffering. What is disposable income for 400?...

Economy will recover? Economy is doing just fine. It is just the semiconductor industry which is in a hole. Semi executives are some of the d-mbest across the spectrum. Absolutely no foresight, no due diligence, limited aptitude and full of hot air. Also they never learn from mistakes. It needs special incompetence to turn the most complex and critical entity of modern life into something cheaper than toilet paper.

quotes make the of a factory shutdown over the holidays possible...

"In the cloud market, before I go to NAND, one of the things that's going on in the HDD business as we're driving to a build-to-order kind of model, that's a six month lead time on what it takes us to build a drive. And so that's giving us more visibility as we start to look into the first half of the year and given us incremental conviction in the last couple of months that we're going to see improvement there." DG - Deutsche Bank Technology Conference

"Yes, it has been a prolonged decline. I mean the last quarter, according to our calculations and the capacity enterprise business was the lowest TAM in that business for 70 quarters. So there's no doubt we're in a very severe downturn. But we believe we're at the bottom of that. We think we're going to see sequential improvement as we move through fiscal year '24, as you said, our conversations with customers give us confidence in that." - DG - Deutsche Bank Technology Conference

Deutshce Bank Technology Conference transcript "We have some refinancing to do of a convert that's coming due in February of '24. We fully expect to do that in the public markets before the end of the year. And to get that done, we have to cleanse ourselves in a material nonpublic information. So we expect this all to kind of come together in the next several months." - DG

OP should not post same day as mushroom experiment.

which illiterate person is harboring these doomsday scares? Seems like one of those CNBC journalist last year predicting recession in January of 2023.