4DS - Anything but Charting, page-31114

WD rationalising its business model in a big way

The NAND and SSD side of Western Digital (based on acquiring SanDisk nine years ago for $19 billion) is estimated between $10 billion and $23 billion as a standalone business.

https://blocksandfiles.com/2024/08/19/western-digital-flash-spinoff/

and here
https://www.trendforce.com/news/2024/08/21/news-wd-to-spin-off-nand-and-ssd-business-with-a-valuation-reportedly-up-to-usd-22-billion/

Bryson told subscribers: “The net of our analysis remains that the value of the HDD portion of Western Digital comprises nearly the entirety of the total company valuation (at just over $20 billion) and that SanDisk is effectively valued at close to nothing.'
“Our sum of the parts valuation suggest that the market is simply attaching no value to WDC’s NAND business.”
'This strategy is expected to enhance operational efficiency within each unit, allowing them to concentrate on their core strengths and ultimately achieve greater market value.'

if the 'core strength' is HDD only what is the long term vision?...