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    1. Seagate rallies on Argus upgrade; WDC along for the ride

      Headlines

      Mon, 14 Apr 2014

      Citing improving margins and a favorable hard drive supply/demand balance, Argus has upgraded Seagate ( STX +3% ) to Buy. Archrival Western Digital ( WDC +2.2% ) is also rallying. Seagate had a 28% GM in its December quarter

    2. PC shipments fall less than expected; IDC, Gartner differ on how much

      Headlines

      Wed, 9 Apr 2014

      and #5 Asus' 20 bps to 5.9%. The Q1 numbers suggest IDC's prior full-year forecast for a 6% shipment drop might prove too pessimistic. Other companies with strong PC exposure: AMD , NVDA , MU , STX , WDC , HTCH Post your comment!

    3. Micron, Intel, Apple: A Tale Of 3 Companies

      Headlines

      Wed, 2 Apr 2014

      By Russ Fischer : I started out writing an article I intended to title Micron ( MU ): from zero to hero in 18 months. As I developed the timeline and players, I realized that this is a longer story, involving more than just Micron. The starting point for the story is January 2006 when the Intel (

    4. Gartner foresees modest hard drive growth as SSDs encroach

      Headlines

      Tue, 1 Apr 2014

      drives are aimed in large part at this segment. The market for high-margin performance-optimized drives, where Seagate ( STX ) has a leading position, is expected to see a -4.9% CAGR. In addition, the segment's ASP is expected to fall 17.1

    5. Seagate closes acquisition of Xyratex, expects its sales to drop sharply

      Headlines

      Mon, 31 Mar 2014

      Seagate's ( STX ) $294M purchase of hard drive equipment/storage subsystem maker Xyratex ( XRTX ), announced on Dec. 23, is officially on

    6. Is Western Digital A Solid Long-Term Bet?

      Headlines

      Mon, 24 Mar 2014

      By Renu Singh : It looks like Western Digital ( WDC ) is stealing a march on its arch-enemy Seagate Technology ( STX ). The first evidence of this fact can be seen in the share price performance of the two companies. While Seagate is down more

    7. My Technology Dividend Portfolio

      Headlines

      Sat, 22 Mar 2014

      By N Stollon : Being an electrical engineer by trade, I find myself looking at electronics technology companies often as not, since I have known many of them over time as a customer, supplier, or competitor. What follows is a discussion of a portfolio of electronics related technology companies I

    8. Seagate CEO leaving Microsoft board

      Headlines

      Thu, 20 Mar 2014

      Seagate ( STX +2.8% ) chairman/CEO Stephen Luczo, a member of Microsoft's ( MSFT +2.7% ) board since May 2012, has stepped down

    9. Seagate chief Luczo leaves Microsoft board

      Headlines

      Thu, 20 Mar 2014

      SEATTLE, March 20 (Reuters) - Microsoft Corp said on Thursday Steve Luczo stepped down from its board of directors so he can focus on his job as chief executive of digital storage firm Seagate Technology Plc.

    10. Seagate: Decent Fundamentals But Fairly Valued

      Headlines

      Wed, 19 Mar 2014

      By Bottom Up Investing: Seagate Technology PLC ( STX ), the hard disk drive provider ..... in PC sales has slowed recently, STX should continue to be adversely ..... presence in SSDs and SSHDs. Also, STX is forecasted to continue to generate

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