A lot of assumptions that it'll be WD... we definitely want a multi horse race.
on WD, there's a bit of speculation that they're in merger talks with kioxia - could be good or could be bad!"
https://blocksandfiles.com/2023/07/17/western-digital-kioxia-merger-talks/
Also as of March this year WD have an EV of $11.5BN and already carry debt of $7.1BN and cash of $2.25bn (net debt of $4.85BN). cant see them going cor a cash buy out with that balance sheet, unless they really low ball it. Hence multi horse race is good so we can get a "market value".
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A lot of assumptions that it'll be WD... we definitely want a...
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