The historical spread is at an overwhelming disparity. I still think Western Digital is ahead of itself... but I'm adding some Seagate on the long side as I think their channel inventory situation is much improved versus a few weeks ago.
Tuesday, June 10, 2008
Maybe buy some Seagate (STX) against Western Digital (WDC) short?
Posted by
Roy Howard
at
6/10/2008 10:21:00 AM
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