Tag Archives: Western Digital

Some initial thoughts on Xyratex, an apparent bargain.

Xyratex is mainly an enterprise storage solutions supplier (to NetApp, EMC, Dell, Hewlett Packard, IBM…) and to a much smaller extent an equipment supplier to the hard drive manufacturers (Seagate and Western Digital) When I found about it last week … Continue reading

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Reduced Applied Materials

I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading

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