SanDisk stock has been rallying again. When should we sell? I have been hearing analysts saying 2026 will be the year for memory stocks. Some people are saying memory is getting more expensive than GPU and AI hitting a memory wall. All this is making... — read more
Best Silicon Valley CIO
I Nominate our CIO for the ‘best cio silicon valley’ award for 2025. He is the reason the company is doing so good. His vision, strategy and hard work is more than all the company execs put together. He truly deserves a huge hug and a bucketful of... — read more
Street realizing true value ?
a company in healthier stage was valued less than a company with more than half of talent gone. To think that former WD management adds that much to the premium is something only seen by Wall Street - bulls create unthinkable scenarios
$205 now
Down from $285. Bubble bursts ?
Elliott was right
Elliott called their shot. Split for the win with a big assist from AI demand. Enjoy the ride it never last as long as you want. May still see some RIF though.
Earnings yesterday
The market is down 5% today after the release of earnings yesterday. How long will it take to get the proposed merge with the other half of the factory? How long must the slow bleed continue?
Reduction in force
Irvine just got hit. No total count yet.
Move to SD from WD?
Are you happy at Sandisk? Would you have opted to go to WD given a choice pre-split? Would you go to Sandisk if you ended up at WD if given the opportunity?
SNDK selling WDC shares?
https://www.gurufocus.com/news/2909046/sandisk-corp-sndk-announces-secondary-public-offering-of-17-million-shares-sndk-stock-news
JK fired??
wow! DG fires the best sales leader in the business and then puts a previoulsy retired guy in his place?? PLEASE tell me there is a better plan... all those JK hangers on VP's who add no value better get your resume ready....
have you read the room yet?
get your resumes and cover letters ready…
Are we back here now boys?
Go sandisk!
Prices going down as demand for SSDs drops
Any thoughts on this … https://wccftech.com/3d-nand-flash-ssd-price-decline-15-percent-q4-2024-reduced-demand/amp/
WD is hiring people from Qcom in India
Do they pay well?!! What’s the salary of hardware manager??
Welcome to WD family!
First of all welcome to WD family! WD is a famous company to do things efficiently including cost down everything unnecessary. So in the future don't be surprise that your Legacy SaNDisk benefit will reduce along with layoff occurs every year. Avg... — read more
SanDisk Nand
Is this true about SanDisk Nand? SanDisk is even further behind all five of its competitors in the NAND market. The problem for SanDisk is that they and their fab partner, Toshiba, are behind all of their major competitors in this technology. The... — read more
Enterprise SSD efforts at Sandisk?
Hey, I'm a legacy HGST employee and I'm wondering about the size of enterprise SSD effort at Sandisk. I guess it is very clear that the efforts are mostly focused at consumer market at present but without going into much details, could anybody give... — read more
No layoff at least within 18 months after acquisition
WD needs SanDisk engineering groups. There will be re-organizing for overlapping function groups but 99% engineers are safe for at least 18 months. After that, anything could happen
Managers Beware
If you are a first-line manager you better start looking for alternate options. It is the Sandisk's engineering products and possibly the revenue and market share that WD is interested in - not Sandisk's managers. A management position is dispensable... — read more
2016 Layoffs
Check out the WD layoff board. Sounds like a bloodbath over there. Is that what we should be expecting?
2015 Layoffs at SanDisk
The stock is falling down rapidly, we are down 20% today, we'll see what happens. I've been around since late 90s, I've seen a lot but our culture has disintegrated and we are not the same company any more. Our innovation has slowed down and with... — read more
2014 Locations Affected by Layoffs
Do you know what locations will be affected by layoffs.