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#	AUTHOR DATE SUBJECT
47	member 7/27/18 1:54PM Re: Re: Re: Reaction to Earnings / Guidance? 46
FWIW (probably nada given I was bullish after the last conf call when the stock was 15% higher), I am buying a bit more today. I think it is a bit of an overreaction. The... login to read the rest 3 view available tags
45	member 4/28/18 11:51AM Re: Reaction to Earnings / Guidance? 44
Hard to be very accurate of course, but I am getting to about $9.50-$10.00 of mid-cycle FCF, around $12-$13 of adjusted FD mid-cycle EPS. Is that about consistent with what others have? That is pencilling... login to read the rest 2 view available tags
44	member 4/27/18 4:34PM Reaction to Earnings / Guidance? 43
Pretty negative market response today. Guessing mostly due to compressing margin projections. Stock seems extremely cheap under most reasonable mid-cycle earnings scenarios though. The timidness on the share repurchasing was surprising. If they had conviction... login to read the rest 1 view available tags
33	member 10/02/17 5:16PM Re: Re: Toshiba update 31
just to chime in here - we can debate whether or not WDC played their hand poorly (Condor, what exactly could they have done differently, given their counterparty never wanted to engage them?) but frankly... login to read the rest view available tags
27	member 7/03/17 5:18PM Re: Court Docs 18
Smokey - just got to the reference re Broadcom - wow! Like you I would love to see those docs. view available tags
26	member 7/03/17 4:55PM Re: Re: Re: Toshiba lawsuit 25
that clause just explains that SNDK has the right to continue using the IP if Tosh files for B/K (frankly not a game changer here). elsewhere in the docs it describes B/K as a dissolution... login to read the rest 1 view available tags
25	member 7/03/17 4:31PM Re: Re: Toshiba lawsuit 15
Puppyeh: You say: 'Toshiba may pre-emptively file bankruptcy to unencumber the memory assets once and for all'. (starting numbering from 20 to avoid confusion with other points in the thread): 20. I thought I had seen in one... login to read the rest view available tags
24	member 7/03/17 4:22PM Re: Re: Re: Thoughts 20
Puppyeh: Many thanks - have replied in more length in the reply to Condor. On the $1.2bn - I was referring to a number and comment in an earlier comment and perhaps should have made the context... login to read the rest view available tags
23	member 7/03/17 4:14PM Re: Re: Thoughts 19
Thanks Condor. Re Toshiba memory business. I probably typed a tad too fast too late at night (and had felt I may have been over technical in my original writeup so was trying to simplify). I... login to read the rest view available tags
22	member 7/03/17 3:55PM Re: Court Docs 18
Many thanks for the link to the court docs - I will have a read. view available tags
20	member 7/03/17 9:38AM Re: Re: Thoughts 19
Condor elaborated on most of the misconceptions in your view, many of which are fundamental to understanding the dynamics here (sorry to say). Just a couple more points that may help clarify: 4 - WDC is... login to read the rest view available tags
18	member 7/03/17 8:22AM Court Docs
https://webapps.sftc.org/ci/CaseInfo.dll?&SessionID=0B844AFB34D30952197BC7C1F70C535F85229664 Case Number: CGC17559555. These are docs related to the injunction hearing. I'd love to see the exhibit WD references talking about anti-competitive behavior by Broadcom, but looks like it is still under seal. All WD... login to read the rest 2 view available tags
15	member 6/28/17 10:59AM Re: Toshiba lawsuit 14
Certainly Toshiba has no clue (this is the management team that bought a nuclear business for $0 after doing 'due diligence' on projects they already operated but a year later impaired it by $8bn) -... login to read the rest view available tags
12	member 6/22/17 1:57PM Re: Re: Re: Toshiba 10
Condor - thanks for your thoughts. I would offer an attempted answer at some of your questions: - 'why would Tosh choose that consortium and not WDC?' - there are two potential explanations 1) they got... login to read the rest view available tags
11	member 6/21/17 11:04AM BUSINESS Toshiba Unaware Its Nuclear Unit Was Preparing for Bankruptcy, Timeline Shows
This article explained a lot about Toshiba. WTF. https://www.wsj.com/articles/toshiba-didnt-know-its-nuclear-unit-was-preparing-for-bankruptcy-timeline-shows-1496922977?mg=prod/accounts-wsj view available tags
9	member 6/21/17 6:25AM Re: Toshiba 8
Just to jump in on this - WDC sounds about ready to go to war with Toshiba. A quick review of the filings will demonstrate that Toshiba has already executed more than one event of... login to read the rest 1 view available tags
5	member 5/10/17 4:04PM News updates
Some more news coverage on Toshiba / Western Digital: 1. https://www.theregister.co.uk/2017/05/09/toshiba_tears_wdc_a_new_one/ 2. http://www.androidauthority.com/toshiba-western-digital-770456/ 3. http://www.foxbusiness.com/markets/2017/05/09/toshiba-wrangles-with-western-digital-over-chips-unit-sale.html 4. https://www.forbes.com/sites/tomcoughlin/2017/04/18/toshiba-memory-sale-becomes-an-international-incident/#7c41c251431f 5. http://www.eetimes.com/author.asp?section_id=36&_mc=RSS_EET_EDT&doc_id=1331584&page_number=2 view available tags
2	member 5/10/17 9:08AM Two Points
This is a minor point, but I believe Toshiba HDD is not under the Toshiba Memory umbrella, so industry concentration issues on HDD side aren't really an issue (on NAND side it would likely be... login to read the rest view available tags

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			2017	2018
Price:	89.90	EPS	8.657	11.622
Shares Out. (in M):	291	P/E	10.385	7.735
Market Cap (in $M):	26,182	P/FCF	10.32	7.82
Net Debt (in $M):	7,411	EBIT	3,700	4,532
TEV (in $M):	33,594	TEV/EBIT	9.079	7.412

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