Thread regarding Western Digital Corp. layoffs

Any News for Next Week?

All signs point to something big next week. Anyone know anything?

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Post ID: @OP+ZGQNL48

17 replies (most recent on top)

Soo true

If the entire NAND industry loses wafer supply uniformly, your arguments have certain merits in regards to supply and demand as well as pricing. Unfortunately the disruption only happened to WD and Toshiba both not the top notch (#1 or #2) NAND suppliers. The help on pricing over coming quarter is mostly muted (some analyst projected). The revenue will be inevitable.

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Post ID: @jndm+ZGQNL48

Good news, WDC is finally valued more than STX. WDC should be able to sell to the evil Huawei again, leading to another good week for the stock. Hopefully I'll be able to dump this sh*t stock before the COO opens his mouth during the next quarterly conference call.

Good job! Perhaps you should turn off power regularly, say every three months.

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Post ID: @8yyy+ZGQNL48

WD is f---ed !

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Post ID: @7gsr+ZGQNL48

If the entire NAND industry loses wafer supply uniformly, your arguments have certain merits in regards to supply and demand as well as pricing. Unfortunately the disruption only happened to WD and Toshiba both not the top notch (#1 or #2) NAND suppliers. The help on pricing over coming quarter is mostly muted (some analyst projected). The revenue will be inevitable.

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Post ID: @7poz+ZGQNL48

In general, supply chain reacts to shifts.

Lets say you’re in oversupply market.

You get into either selling at low margin or sit on inventory.

If you’re in technology transition phase, you would drop prices to haul inventory and reduce supply.

Lets say unplanned disruption happens to supply.

This case, pressure on inventory and price eases. You still got inventory to sell but just enough (from surplus).

You no longer have to short sell. You can sell to higher margin demand channels.

Revenue can be more or less same or even slightly lower but margins improve significantly.

On the other hand , if you are in balance market and supply gets disrupted. Your revenue shrinks and margin becomes a choice. One can go agressive or just react in respectful manner.

If demand is high and supply gets interrupted,price would shoot up and its a bad scenario for everyone involved.

Obla di Obla da Life goes on

La lA life goes on

If you want some more

Sing obla di obla da

Margin improves.

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Post ID: @7wml+ZGQNL48

7uic, I'll bite. How can it NOT be revenue loss? The spike in price is forecasted to net a postive gain but the lack of product to sell is still a loss.

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Post ID: @7poc+ZGQNL48

The week was uneventful.

No pink slips.

What's next ?

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Post ID: @7uen+ZGQNL48

@ZGQNL48-6xnz

Another Dumb comment.

I am convinced,this board is flooded by two or three dimwits.They either make cowardly attacks or make id--tic arguments. Explains why either they’re not working at company or scared to loose the job.

For example ,the announcement of fab power outage. It takes basic understanding of supply/demand dynamic and fab operations 101 to know how this benefits NAND suppliers.

Claiming revenue loss,shows the ignorance.

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Post ID: @7uic+ZGQNL48

WD just lost 6 exabytes of wafer due to TMC power outage. That’s 6 millions of 1 TB drives. $600 millions potential revenue loss.

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Post ID: @6xnz+ZGQNL48

@ZGQNL48-5ggb

And hire you back ?

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Post ID: @6vaf+ZGQNL48

Close US HDD development. WD only need one HDD design site.

Get rid of DAO (or call it POS)

Shuffle exec leaders

NAND get only get worse when Chinese producers start meaningful wafer outputs.

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Post ID: @5ggb+ZGQNL48

No layoff bullet yet, but so far I have heard the following this week:

  • All IT moved to Israel

  • No promotions or bonuses 'til Jan 2020 if then

  • Total hiring freeze, even for replacements if someone quits

  • Rumors of an upcoming semi-hostile take over of the majority of product design by Penang are starting to circulate (there is rumored support from on high for this)

So nothing we haven't already been hearing for last 6+ months. Not so "big".

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Post ID: @5fcc+ZGQNL48

We were told there are plans for "reduction in force" in the Israeli site

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Post ID: @2ndz+ZGQNL48

What signs did you receive which point at something big next week?

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Post ID: @2eao+ZGQNL48

June 28 then Aug 28 or Sep 15 depending on HR bandwidth as too many to hamdle. promotions and ACR ;/)

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Post ID: @hoc+ZGQNL48

Try again boss. Next week is the last week in June. Independence day is July 4th.

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Post ID: @yxv+ZGQNL48

Next week is independence day in america!

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Post ID: @epl+ZGQNL48

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