September 27, 2016 by riskreversal • Trade Ideas

Earlier this year, hard disk drive maker Western Digital (WDC) closed its $16 billion acquisition for nand flash storage maker Sandisk. The date of the deal closing was May 16th,  a three and a half year …

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July 27, 2016 by Dan • Commentary

The semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen.  Yesterday it was announced that Analog Devices (ADI) is making a near $15 …

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July 7, 2016 by Dan • Trade Ideas

Western Digital (WDC), the hard disk drive maker who recently completed their acquisition of flash storage provider Sandisk, reported sales and earnings last night that beat prior guidance, including Sandisk results.  Shares of WDC are …

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December 2, 2014 by Dan • Commentary

There is a a bifurcation of haves and have-nots in the year to date performance in technology shares.  Apple, Microsoft, Intel and Facebook have done much of the heavy lifting for the tech heavy Nasdaq, …

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September 10, 2013 by Dan • Commentary

Western Digital (WDC) is up 1% today, a day after acquiring private Flash Storage maker Virident for $685 in cash placing the hard disk drive maker in clear competition with established storage vendors EMC and …

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September 10, 2013 by Dan • Commentary

MorningWord 9/10/13:  There are  many attributes that contribute to a consistent profitable trading regime, but from my experience, none are more important than persistence.   Back on Aug 6th, prior to FIO’s disastrous fiscal Q4 earnings …

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