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Western Digital's Q4 Concall Scorecard: And The Winner Is... Micron

Western Digital's Q4 concall was mostly bad news for the company, confirming that it is probably a year late in the 3D business.

WDC's problems are Micron's opportunities, especially in 3D NAND.

The outlook for Micron's NAND business is considerably brighter.

Western Digital (NASDAQ:WDC) sold off significantly (12%) in the wake of the Thursday call, and for several very good reasons. I'm not going to discuss all the reasons why, but I do want to focus on several salient points that were brought out during the call because they relate strongly to the NAND industry, and most particularly to Micron (NASDAQ:MU) and (to a lesser degree) Samsung (OTC:SSNLF).

If you are following Micron...


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