Seagate Technology STX
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New Morningstar Analyst Report - Marvell Technology Group, Ltd.
… silicon. These storage designs allowed Marvell to become the primary supplier for Western Digital WDC and gain share at Seagate STX , the two dominant HDD vendors, and are the primary reason for the company's rapid growth in recent years. Although we think …
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Marvell Beats Guidance on Resilience of HDDs
… primarily thanks to new product developments by large HDD storage customers that rely on Marvell's controller chips. Seagate STX and Western Digital WDC, the two HDD industry leaders, generated strong HDD sales during the first quarter by supplying businesses …
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Bull Market Speed Bump #1: All News Is Good News (Confirmation Bias)
By Philip Mause : Charles Dickens had it right - "It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness....it was the Spring of hope, it was the Winter of despair..." Confirmation bias is the human tendency to remember most clearly those things
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Desktop Computers May Be Gone, But Western Digital Isn't
By Black Coral Research : There's no doubt that we now live in the post-personal computer era. Gone are the days when consumer computing technology was dominated by desktop computers. Today, anyone armed with a smartphone or tablet - and soon, wearable computers - has the capacity to create the ...
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Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So
By Thomas Lewis : Hutchinson Technology ( HTCH ): Extraordinarily Undervalued, Poised to Become A Lot Less So (What the Market seemed to be figuring out as I wrote this!) Hutchinson Technology (H-T) is one of three companies in the world capable of high-volume (as in almost 30 per second, @24/7/365
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Western And Seagate: Surprising P/E Ratios
… gotten that feeling lately. So, it was exciting when my screener brought up Western Digital Corp. ( WDC ) and Seagate Technology PCL ( STX ). Both companies are leaders in the internal and external electronic storage device industry. Chances are …
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New Morningstar Analyst Report for Biogen Idec Inc
… hemophilia franchise. Beyond hemophilia, immunology programs (like an anti-TWEAK lupus drug) and rare disease programs (like STX -100 in idiopathic pulmonary fibrosis) are still only in midstage trials, and there is still high risk around potential cash …
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Seagate Week In Review: Did Chanos Misguide Investors?
By Mark Gomes : It was a busy week in Seagate ( STX ) land. The stock rose on Monday through Wednesday thanks to the bullish commentary on its Q1 earnings call . That momentum was …
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Seagate Technology - Are There Clouds Overhead Or In Its Books?
By The Dividend Guy : I bought Seagate Technology ( STX ) back in June 2012 while the stock ..... time, it was clear to me that STX was a great bargain. The company ..... two years in a row, I selected STX to be part of the best dividend …
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From Barron’s, May 13, 2013 (Part 2)
… Recommendations from the 18 th Sohn Investment Conference in NY: William Ackman: PG Kyle Bass: DXM James Chanos: Short STX , WDC Stanley Druckenmiller: GOOG ; short Australian Dollar David Einhorn: OIS Steven Eisman: LEN, PHM, SPF, FOR, CLNY …