Gartner Research

Gartner Invest Analyst Insight: Western Digital 3Q17 Is Strong, but the NAND Is Outlook Cause for Concern

Published: 28 April 2017

ID: G00332036

Analyst(s): Andrew Neff

Summary

While WDC reported strong 3Q17 results and gave positive guidance, we believe investors should focus on potential for NAND oversupply later this year, which will have an adverse impact on SSD and HDD pricing. We like WDC's position in SSD/HDD; moreover, the Toshiba issue creates uncertainty.

Table Of Contents

Company Impact

Essential Insight

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