get your resumes and cover letters ready…
8 replies (most recent on top)
From the WD side we never wanted the flash side as executed. Sandisk was great in consumer and gaming but weak where the money was. This was acknowledged at the time and yet never managed to fix the one job they had control over.
Sound advice. Now that the separate financials are public and after Investor day, it's clear: * Over the last 3 years SanDisk has lost $2B in net income *. Let that sink in. From 2022-2024, Western Digital was kept afloat by the DISK BUSINESS. Now we know why Elliott demanded the businesses be separated.
https://blocksandfiles.com/2025/02/25/western-digital-sandisk-and-elliott-management/
Now it's time to pay the piper. Get those resumes ready.
karma
Management told you they cherry picked away from WDC, that was a lie.
You should have stayed with WDC. Sandisk is a sinking ship unless there is an M&A with another memory tech company. The only realistic buyer is Toshiba otherwise why would anyone buy sandisk which relies on its fab partnership with Toshiba. Toshiba is not buying.
Just wait when Toshiba ceases their partnership with sandisk. Where is the value? Brand name based on dying memory card and usb market? Strong people from old sandisk already left and some are at micron now. What you have now is people like Alper, who was relegated to selling wafers under the old sandisk regime. With this regime, he is elevated to a key position. If you want to stay in memory, join the other memory companies. Leave the sinking ship.
there's the first issue
Management cherry-picked us as the best talent, and now we are on the sinking ship
on it