Komag KOMG

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  2. Commentary
    1. Hard-Drive Veteran to Join Intevac

      Commentary

      Mon, 28 Jul 2008

      business. Russak has extensive experience in the hard-drive industry, including seven years as chief technology officer of Komag , now a part of Western Digital WDC. Although we believe Russak's industry ties and technical expertise could help Intevac

    2. Western Digital Posts Solid 4Q

      Commentary

      Fri, 25 Jul 2008

      at 12%, and the company generated $172 million in free cash flow. Management said the company has completely integrated Komag 's media production into its operations, and we expect gross margins to remain 3-4 percentage points above historical averages

    3. Western Digital under Review

      Commentary

      Tue, 11 Sep 2007

      demand and pricing. The company now expects 27%-31% revenue growth from the year-ago period, excluding impact from the Komag acquisition, significantly higher than previous guidance of 15%-19% growth. We are placing the stock under review while

    4. Western Digital to Buy Komag

      Commentary

      Mon, 9 Jul 2007

      Digital's WDC proposed acquisition of Komag KOMG , we are leaving Western Digital ..... estimate unchanged and increasing Komag 's fair value estimate to the agreed ..... Digital buys disk drive components from Komag , representing one third of the latter

    5. Western Digital, Komag under Review

      Commentary

      Fri, 29 Jun 2007

      Western Digital WDC has announced its intention to acquire Komag KOMG for $32.35 per share, slightly below our stand-alone fair value estimate for the latter firm. We are placing both companies under review while we examine the ramifications of the proposed acquisition.

    6. Komag Reports In-Line 1Q

      Commentary

      Tue, 1 May 2007

      Komag 's KOMG first-quarter results were in line with our expectations, and our fair ..... eventually make the transition to advanced recording technologies, we believe Komag will see improvements in profitability; we forecast 2007 gross margins

    7. Komag Reports Respectable FY 2006

      Commentary

      Tue, 30 Jan 2007

      Komag KOMG reported fiscal year-end 2006 results ..... on profitability. We remain positive on Komag 's outlook. We expect the company's ..... growth in multiple product markets. As Komag 's customers transition their product line

    8. Komag Names New CEO

      Commentary

      Mon, 7 Aug 2006

      Komag KOMG announced its COO, Timothy Harris, will ..... retire by the end of 2006. Harris joined Komag in October 2005 as its COO, and successfully ..... of rapid unit growth. Prior to joining Komag , Harris spent over 10 years in various

    9. Xyratex Reports Solid 1Q

      Commentary

      Thu, 23 Mar 2006

      remains brisk, growth in the storage and infrastructure segment is not consistent. Once customers such as Seagate STX, Komag KOMG , and Western Digital WDC complete capital expansion plans over the next year, equipment demands could trail off. In

    10. Komag CEO to Retire

      Commentary

      Wed, 8 Feb 2006

      Komag KOMG announced that CEO Thian Hoo Tan would be retiring in late 2006. No replacement ..... but internal and external candidates are being considered. Tan joined Komag in 1989 after the firm acquired competitor HMT and has been CEO since 1999

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