4DS 1.27% 7.8¢ 4ds memory limited

Exciting time, page-210

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    ...."And unlike past periods when companies would fight for market share, Western Digital is prudently scaling back. The company is in the process of shutting its Kuala Lumpur hard disk factory this year, which should lead cost savings in that segment. Similarly, management said it was in talks with joint venture partner Toshiba Memory Corporation (now private) to scale back capital spending at its flash production factory in Japan". ...........interesting?

    ...."though management doesn't disclose the exact breakdown for each product. The other reason for the increased gross margin is a larger mix shift to higher-margin "capacity enterprise" solid-state drives. To me, that reads as "cloud computing" -- a growth vertical that doesn't show signs of slowing down any time soon".

    https://www.********/investing/2018/08/17/why-western-digital-shareholders-have-nothing-to-w.aspx
    Last edited by drewtho: 14/09/18
 
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