Some news about the WDC stock price (bad news unfortunately): https://www.cnbc.com/2018/08/15/western-digital-will-suffer-from-a-massive-price-war-in-the-storage-ma.html
3 replies (most recent on top)
WDC stock has underperformed STX stock both this year and since the Sandisk acquisition. Makes you wonder about the strategy.
Sandisk NMAND legacy is questionable. Samsung still leads ( http://www.thessdreview.com/daily-news/samsung-announces-mass-production-of-fifth-generation-v-nand-next-wave-of-high-performance-storage-again-has-rest-of-industry-playing-catch-up/ ). HDDs are going nowhere. Possible trade war is on horizon. Never ending annual layoffs. I do not know. WDC does not look picture perfect.