Re:Western Digital is trying to redefine the word “RPM”
by wtallis on Tuesday September 08, 2020 @12:24AM
(#24405191)
They bought SanDisk in 2016, and that part of the business is now probably seen as having more strategic importance (their "President, Technology and Strategy" is a SanDisk guy).
They got a new CEO this year, but the previous CEO had been HGST's CEO until WDC bought HGST and put him in charge. (He was also previously HGST's CFO, and before that, WDC's CFO.)
But I don't think a management change is particularly important here. Their competitors were caught doing the same BS with SMR drives. I think we're just seeing what happens when a lucrative duopoly gets sidelined by replacement technology. The consumer hard drive market has become a market for lemons, and only the datacenter customers get treated seriously anymore.
They got a new CEO this year, but the previous CEO had been HGST's CEO until WDC bought HGST and put him in charge. (He was also previously HGST's CFO, and before that, WDC's CFO.)
But I don't think a management change is particularly important here. Their competitors were caught doing the same BS with SMR drives. I think we're just seeing what happens when a lucrative duopoly gets sidelined by replacement technology. The consumer hard drive market has become a market for lemons, and only the datacenter customers get treated seriously anymore.