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Showing posts with label wdc. Show all posts
Showing posts with label wdc. Show all posts

Thursday, January 24, 2008

Western Digital Q2:2008 Results

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

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