We have only one advice for a Harddisk Company

Buy a flash company as fast as possible. Western Digital’s smartest move in a long time was to buy Sandisk and introduce flash products to their solid customer base in PC, Server, Consumer and the datacenter. Not only is the traditional harddisk market under pressure – the markets served are also under pressure. PC’s and traditional server markets are not growing and in the cloud data center the need is changing. Traditionally data was trafficked into the data center, stored and trafficked out of the datacenter again when needed. 78% of the data traffic in the new AI and Cloud data centers are internal and require fast access to significant amounts of data favouring Solid State memory over harddisks.

The impact of Sandisk on Western Digitals results are selfexplanatory. What company do you need to buy?

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