I like the hard drive sector. Storage demands will continue to ramp exponentially as video chews up hard drive space.
Western Digital beat, guided higher. The stock trades at 8*2008 earnings estimates. It's stupid cheap.
Previous Seagate commentary
Thursday, January 24, 2008
Western Digital Q2:2008 Results
Posted by
Roy Howard
at
1/24/2008 08:58:00 AM
Labels: hdd, storage, wdc, western digital
Subscribe to:
Post Comments (Atom)
Blog Archive
-
►
2009
(232)
- ► 07/05 - 07/12 (1)
- ► 06/07 - 06/14 (2)
- ► 05/31 - 06/07 (1)
- ► 05/10 - 05/17 (4)
- ► 05/03 - 05/10 (5)
- ► 04/26 - 05/03 (6)
- ► 04/19 - 04/26 (22)
- ► 04/12 - 04/19 (10)
- ► 04/05 - 04/12 (6)
- ► 03/29 - 04/05 (9)
- ► 03/22 - 03/29 (9)
- ► 03/15 - 03/22 (10)
- ► 03/08 - 03/15 (12)
- ► 03/01 - 03/08 (9)
- ► 02/22 - 03/01 (9)
- ► 02/15 - 02/22 (13)
- ► 02/08 - 02/15 (15)
- ► 02/01 - 02/08 (15)
- ► 01/25 - 02/01 (21)
- ► 01/18 - 01/25 (16)
- ► 01/11 - 01/18 (17)
- ► 01/04 - 01/11 (20)
-
▼
2008
(533)
- ► 12/28 - 01/04 (4)
- ► 12/21 - 12/28 (4)
- ► 12/14 - 12/21 (4)
- ► 12/07 - 12/14 (9)
- ► 11/30 - 12/07 (8)
- ► 11/23 - 11/30 (10)
- ► 11/16 - 11/23 (9)
- ► 11/09 - 11/16 (12)
- ► 11/02 - 11/09 (6)
- ► 10/26 - 11/02 (5)
- ► 10/19 - 10/26 (12)
- ► 10/12 - 10/19 (5)
- ► 10/05 - 10/12 (2)
- ► 09/28 - 10/05 (7)
- ► 09/21 - 09/28 (2)
- ► 09/14 - 09/21 (10)
- ► 08/24 - 08/31 (2)
- ► 08/10 - 08/17 (6)
- ► 08/03 - 08/10 (8)
- ► 07/27 - 08/03 (3)
- ► 07/20 - 07/27 (6)
- ► 07/13 - 07/20 (9)
- ► 07/06 - 07/13 (12)
- ► 06/29 - 07/06 (6)
- ► 06/22 - 06/29 (11)
- ► 06/15 - 06/22 (7)
- ► 06/08 - 06/15 (14)
- ► 06/01 - 06/08 (9)
- ► 05/25 - 06/01 (12)
- ► 05/18 - 05/25 (10)
- ► 05/11 - 05/18 (7)
- ► 05/04 - 05/11 (15)
- ► 04/27 - 05/04 (22)
- ► 04/20 - 04/27 (34)
- ► 04/13 - 04/20 (32)
- ► 04/06 - 04/13 (13)
- ► 03/30 - 04/06 (8)
- ► 03/23 - 03/30 (10)
- ► 03/16 - 03/23 (13)
- ► 03/09 - 03/16 (11)
- ► 03/02 - 03/09 (30)
- ► 02/24 - 03/02 (14)
- ► 02/17 - 02/24 (10)
- ► 02/10 - 02/17 (17)
- ► 02/03 - 02/10 (21)
- ► 01/27 - 02/03 (21)
-
▼
01/20 - 01/27
(24)
- Is NAND market ready to crash?
- Lam Research Q3:2008 Results
- Synaptics loses its touch
- Baidu means asylum in Chinese
- Microsoft looking good
- NAND and DRAM price charts
- Lam Research preview
- Like Microsoft
- Société Générale wins a risk management award
- Expectation crib sheet - Jan 24-25, 2008
- Apple cuts iPhone production plans
- THQ Inc (THQI) 3Q:08 Results
- Western Digital Q2:2008 Results
- Dodd goes all Trump on us
- AMD/IBM to strengthen ties, possibly merge
- Earnings tonight: COF, EBAY, ISIL, QCOM, WDC
- Apple support at 135?
- Texas Instruments 4Q:2007 Results
- Motorola 4Q:2007 Results
- AAPL Q4:2007 Results
- Memory spending cuts have begun
- Cree 2Q:2008 Results
- Earnings tonight: AAPL, CREE, TXN
- Head Down
- ► 01/13 - 01/20 (7)
No comments:
Post a Comment