However their assets are mind blowing. It is a huge company with a massive revenue stream and potential growth with AI. Data is going to explode in the next decade. They are in an excellent position.
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brakdoo - Friday, September 20, 2019 - link
You could have mentioned that they just bought Kazan Networks 10 days ago, a leader in NVMe-over-Fabric chips.It's obvious that the big cloud companies want NVMe-over-Ethernet instead of old-school all-flash arrays...
Skeptical123 - Sunday, September 22, 2019 - link
^^^ thisJimbo123 - Friday, September 20, 2019 - link
WDC has to sell its asset due to high debt and losing profitability.eva02langley - Friday, September 20, 2019 - link
However their assets are mind blowing. It is a huge company with a massive revenue stream and potential growth with AI. Data is going to explode in the next decade. They are in an excellent position.