What is Western Digital Corporation?
Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.
The story behind the price, the case for and against, and what could go wrong. Open a part to read it.
Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories. The company is listed on the NASDAQ in USA, operating in the Technology sector, with a market capitalisation of 148.71B, and a P/E ratio of 14.8x.
A short list of Computer Hardware names that are close enough in size to make side-by-side comparison useful.
| Shares sold | Shares bought | |
|---|---|---|
| 0-3months | 0 | 0 |
| 3-6months | 1363 shares $137k | 0 |
| 6-9months | 1092,795 shares $24.3M | 0 |
| 9-12months | 426,369 shares $4.0M | 0 |
Openbook research
China's CXMT flagged 4F2 server DRAM for year-end and SanDisk fell 5.97% to $1,487.33. An 84.6% gross margin, zero debt, a 7x forward multiple.
Toshiba will spend USD 380m doubling hard-drive output. Seagate fell about 10% as the market repriced the scarcity behind its 45.6% GAAP gross margin.