Tag Archives: hdd

HDD 2011 revenue growth now expected to only grow 4% affected by new devices

Impacted by tablets using flash memories Battered by various factors including the rising sales of tablet devices, the HDD market for computers will slow in 2011, with revenue growth this year 3 percentage points lower than in 2010, according to … Continue reading

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TDK Predicts Increase of Toshiba’s Hard Drive Market Share – X-bit labs

This would be a major increase in market share for Toshiba and the first time I hear an industry participant saying that notebooks will not have HDDs: “It is as if large swings occurred in a row. However, in the … Continue reading

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The shrinking world of disk drives (Sense of the Markets – The Deal Pipeline)

It won’t necessarily be smooth sailing for third-place player Toshiba, whose share of the market, assuming the Seagate-Samsung and Western Digital-Hitachi marriages are sealed, will look particularly paltry. While the company has attempted to gather some critical mass — it … Continue reading

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Out of WDC (almost)

I’m basically out, I just kept a 100 shares and 2 calls short. I think the stock is correctly valued, not anymore as cheap as when I bought. This was my biggest holding and did not feel comfortable having such … Continue reading

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Posted in Buffett, WDC | Tagged , , , , , , , | 3 Comments