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Western Digital to spin off flash business

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Re: Western Digital to spin off flash business

#41
post #3

Earlier quoted context omitted.

Yup. Seems like an increasingly common move by businesses. AMD did this with global foundries, for example.

Im not following the surprise or maybe incredulity of this sentiment. It's normal and healthy for businesses to shed poor performers and merge to create synergies. The food majors went through this in the 2010s and nobody was crying or implicating malfeasance. The market should be reacting, that's what makes it useful.

There's a difference between what is good for the public, what is good for the market, and even what's good for a business's long term outlook.

The issue with spinning off losers and acquiring winners is the prioritization of short-term gains over long term gains. Further, I dispute that it's motivated by "the market" and not the gambling habits of corporate leaders.

Take, for example, HP's purchase of Palm for 1 billion dollars. But then a few months later, they let go of basically the entire palm staff. Then they created their webos tablet, then they killed it just a few months after launch. Then they let webos linger until finally selling rights to it to LG of all places.

You certainly can argue "this is just the market being efficient" but was it? Or was it overpaid C level individuals making big bets, failing, and punishing their employees for their incompetence?

Re: Western Digital to spin off flash business

#42

Earlier quoted context omitted.

Nailed it. They’ve been spending goodwill like crazy with debacles like pushing out SMR junk under the Red name. In my experience, their overall quality control has plummeted over the last few years. I’ve bought 3 Red drives for my home Synology. After about a year with each, the drive utilization graph will start creeping up toward a steady 100% while the other drives in the RAID are mostly idle. All drives have the…

HP or HPe? Basically the same segmentation of “good business” and “bad business” there too.

Which is which?

Re: Western Digital to spin off flash business

#43
post #14

Earlier quoted context omitted.

Spinning rust is still useful for many purposes and will probably live on for decades more. We generate a ton of data and most of it ends up as read rarely or never. But it can live with slower access times on longer duration storage. It’s honestly just like tape. There will be an HDD market for a long time that will be hidden in the whirl of data centers. Consumer HDD will slowly melt away, but the price/byte and du…

> Consumer HDD will slowly melt away I’d say it already has. Does any consumer PC come with a spinning disk anymore?

With games weighing in at half a terabyte, they have to.

Re: Western Digital to spin off flash business

#44

Earlier quoted context omitted.

> Consumer HDD will slowly melt away I’d say it already has. Does any consumer PC come with a spinning disk anymore?

Many consumer PCs will come with both a smaller capacity SSD and a higher-capacity HD.

Maybe 10 years ago, but I just checked Dell (for a single data point), and it looks like all their current laptops are SSD only, and for desktops, most configurations are SSD only, with only a handful of balls to wall storage configurations offering large multi-TB HDDs in addition to a SSD boot device.

Re: Western Digital to spin off flash business

#46
post #8

Earlier quoted context omitted.

There is no brand that never produced a SSD with a fault. I had tried all major HDD/SSD brands, and I think every single of them failed at some point. What is important is how they handle that. I had a faulty Sandisk and it was replaced with a working one without any problem or unnecessary question. Some other brands annoy you with stupid questions, puzzles and other tricks trying to avoid doing a replacement. And so…

> and I think every single of them failed at some point. I understand that you probably are alluding to the fact that you never scientifically measured this experiment and that this is anecdotal. But this is pretty loose verbiage when we're talking about a product that is guaranteed to fail at some point or another. These are a wear item.

Oh, yes, you're right, it's more like anecdotal experience. I didn't specify that, but I actually meant the time period when I don't expect them to break, which is about a year after the purchase. The device is still under warranty so I'm saying that some brands make it easy to replace it, some do the opposite.

Re: Western Digital to spin off flash business

#47
post #2

So saddle all the legacy liabilities in with the legacy business and slowly suck out the equity, while the flash business grows? I can see how that's a win for investors at least. Are the flash products still going to be branded WD?

Nailed it. They’ve been spending goodwill like crazy with debacles like pushing out SMR junk under the Red name. In my experience, their overall quality control has plummeted over the last few years. I’ve bought 3 Red drives for my home Synology. After about a year with each, the drive utilization graph will start creeping up toward a steady 100% while the other drives in the RAID are mostly idle. All drives have the…

Are your drives WD Red, Red Plus, or Red Pro? Not that it should matter, just curious.

To add another anectode, I’ve been running a 12TB and a 6TB WD Red Pro (both CMR) in my Synology without issues (knock on wood) for 16 and 38 months respectively. I recently added an 18TB Seagate Exos and a 16TB WD Ultrastar, which are also both CMR and are intended for data centers (with twice the MTBF of Ironwolf or Red Pro). The enterprise drives are quite a bit louder, but since the NAS isn’t within earshot it’s not a problem.

The NAS runs 24/7 as a Home Assistant and Plex server, as well as handling backups from machines on my LAN. So far, so good, but I’m not kidding myself about eventual drive failure. I know it’ll happen at some point.

WDDA analytics are not turned on. Don’t need to see a pointless warning at the 3-year mark.

Re: Western Digital to spin off flash business

#48
post #2

So saddle all the legacy liabilities in with the legacy business and slowly suck out the equity, while the flash business grows? I can see how that's a win for investors at least. Are the flash products still going to be branded WD?

SanDisk's reputation is in the toilet though, thanks to things like this:

https://arstechnica.com/gadgets/2023/05/sandisk-extreme-ssds...

Western Digital's isn't any better though, due to their own mismanagement

https://arstechnica.com/gadgets/2020/05/western-digital-gets...

Re: Western Digital to spin off flash business

#49

It would be such a great headline if they worked disk and/or disc into it somehow Like > Western Digital spins Disk+Disc Businesses off

They probably needed to prioritize getting the article out fast over coming up with good headlines since it’s a flash sale

I wish I could get paid, like as a job, to mint the headlines
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