Sanford C. Bernstein Says Toshiba Won't Be Delisted

The video discusses a company's financial challenges, particularly its awareness of losses in its US nuclear business and the threat of being delisted from the Tokyo Stock Exchange. Despite the risks, the company is considered too important to the Japanese economy to be delisted. The main hurdle is the negative book value, which must be resolved by selling the NAND business. However, legal disputes with Western Digital are delaying this sale. The video emphasizes the need for negotiation to avoid severe consequences in the memory industry, where continuous investment is crucial.

What are the potential consequences if Toshiba and Western Digital fail to negotiate?

Why is continuous investment crucial for companies in the memory industry?