Western Digital Corp.

  • Does This Dow Leader Need A Growth Driver?

    By Brian Nichols - August 16, 2013 | Tickers: HPQ, WDC

    It’s hard to believe that Hewlett-Packard (NYSE: HPQ) has been the Dow Jones’ best performer in 2013. The stock has rallied 90% while revenue and quarterly earnings have fallen 10% and 32%, respectively, year-over-year. The reason for its gain relates to the value call, but is Hewlett-Packard really the best option in its space?

    The Value Call

    After a two-year 65% loss from 2011-2013, investors began shouting that HP more »

  • Is Seagate Still a Good Investment?

    By ANUP SINGH - August 13, 2013 | Tickers: SNDK, STX, WDC

    Seagate Technology (NASDAQ: STX) is a leader in the hard-disk drive (HDD) market alongside Western Digital (NASDAQ: WDC). Seagate had done well after floods in Thailand disrupted supply and resulted in inflated prices of memory drives. But lately the company hasn't been doing as well, as its recent 4Q 2013 results were a mixed bag.

    Facing weakness

    Seagate reported revenue of $3.4 billion, which was down 23.6 more »

  • Can Profits Be Archived? A Look at Data Storage

    By patricio kehoe - August 12, 2013 | Tickers: EMC, STX, WDC

    With cloud storage turning into the new star of the digital era, what is the future for hard disk drives (HDD)? I do not like to think that one innovation erases competitors from the picture. I prefer to think that new technologies offer another possibility to accomplish our everyday tasks. So, let's look into three data storage market leaders: EMC (NYSE: EMC), Western Digital (NASDAQ: WDC), and Seagate Tech more »

  • Data Storage Businesses With High-Yield Cash Return Plans

    By Anh HOANG - August 5, 2013 | Tickers: SNDK, STX, WDC

    Recently, SanDisk (NASDAQ: SNDK) experienced a decent rise of more than 3.4% in after hours trading to $57 per share. The positive market momentum was due to its recent announcement to initiate a $0.225 quarterly dividend per share and as much as $2.5 billion in new share buybacks. Should we invest in SanDisk after its recent announcement to accelerate cash return to investors? Let’s take a more »

  • Old Tech Is Still a Buy

    By Marshall Hargrave - August 2, 2013 | Tickers: SNDK, STX, WDC

    Seagate Technology (NASDAQ: STX) tumbled 15% last week as the hard-disk- drive market is being hit hard by the introduction of tablets and ultrabooks. Since late 2011, the stock is up fourfold. Question is; with the uncertain future of hard disk drives, can Seagate really move any higher?

    <img alt="" src="http://g.fool.com/editorial/images/61949/stx_-_sharpcharts_workbench_-_stockchartscom_large.png" />

    The news didn’t get any better last week when billionaire David Einhorn of Greenlight Capital announced his hedge fund was closing more »

  • Sell These Storage Makers, Buy This One

    By Chris Lau - July 31, 2013 | Tickers: SNDK, STX, WDC

    Storage makers hit a wall of worry in the last few days, driven by weak quarterly results, a tepid outlook, and weaker profits. It is no secret that hard drive manufacturing is a mature market, but investors need to ask just one question: are storage devices just commodities set on a path of a permanent decline?

    Profit margins slip

    Seagate (NASDAQ: STX) reported a 5.6% decline in gross margin more »

  • Should You Buy These Tech Stocks?

    By David Gould - July 30, 2013 | Tickers: GOOG, STX, WDC

    Tech can be very difficult to predict. Investors often believe that they can discern an innovator from a laggard, but market trends come and go – especially in the consumer niche category. Below, I review two very different companies: Seagate (NASDAQ: STX), a data-storage device producer, and Google (NASDAQ: GOOG), an internet business with broad tech diversification.

    Risky business

    What a turn of events Seagate has had.

    It all started early more »

  • A Tech Income Portfolio

    By Victor Selva - July 30, 2013 | Tickers: AAPL, CSCO, STEC, WDC

    When putting together an income portfolio, one must search for great companies with little risk, and big annual distributions to shareholders. Basically, you would want a collection of assets that pay out enough for you to settle your everyday expenses, even if growth rates are not as high as in growth stocks. The real appeal here resides on lesser risks and larger certainties

    The desired companies must combine strong fundamentals more »

  • Do Hard Drives Belong in Your Portfolio?

    By Ryan Palmer - July 26, 2013 | Tickers: STX, TOSBF, WDC

    Modern hard drives have been around since the 1980's. The hard drive industry as it exists today has three dominant players: Seagate (NASDAQ: STX), Western Digital (NASDAQ: WDC) and Toshiba (NASDAQOTH: TOSBF)

    If you live in America, for the past few years you've probably noticed the rise of smartphones and tablets. This rise has coincided with a decline in sales of personal computers. Those who are bearish on more »

  • Computer Storage Firms Securing Footing in a Growing Market

    By Phillip Woolgar - July 24, 2013 | Tickers: BRCD, EMC, WDC

    Cloud computing is certainly a growing field, so it is important as an investor in technology for me to be aware of the companies with a stake in this market segment. These firms provide network and storage solutions that are now in high demand from most major corporations. The increasing focus on this technology has these companies racing for a spot at the top, and that involves a spate of more »

  • Don't Fear the Uncertain Future of This Company's Technologies

    By Matthew Frankel - July 23, 2013 | Tickers: SNDK, STX, WDC

    Seagate Technology (NASDAQ: STX) has performed very well lately, with shares up by around 30% year-to-date. The last time I wrote about Seagate was in late January, and I wrote about how undervalued the company was at the then-current share price of around $36. Fast-forward about six months, and while it appears that I was correct on a short-term basis, I’m in this game for the long haul! With more »

  • Hedge Fund Manager Curtis Macnguyen’s Stock Picks

    By Meena Krishnamsetty - July 17, 2013 | Tickers: AIG, GM, GOOG, MS, WDC

    We at InsiderMonkey track quarterly 13F filings from hundreds of hedge funds and other notable investors, having found that the information in these filings can be useful in developing investment strategies: For example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year. In addition, while the information in 13Fs is a bit out of date by the time it more »

  • Western Digital: Well-Equipped to Face the Rising Competition

    By Awais Iqbal - July 15, 2013 | Tickers: EMC, NTAP, WDC

    The success of information technology companies is driven by their ability to innovate. The benefits of moving first also stand to be the greatest in this industry. Some companies try to add to their service portfolio by acquiring other IT companies that possess differentiating products. The recent move by Western Digital (NASDAQ: WDC) to acquire VeloBit makes the company fall under this category.

    How does the acquisition of VeloBit benefit more »

  • Shining Stars in the Data Storage Industry

    By usman iftikhar - July 12, 2013 | Tickers: EMC, NTAP, STX, WDC

    Due to the high penetration of mobile devices, consumers have started to create large amounts of digital content. This has led to the growing demand for data storage devices. Consequently, sales of hard disk drives and solid-storage media, including SSD, 15K-RPM and 10K-RPM performance drives, are showing robust growth. Worldwide spending on cloud storage solutions is expected to grow from $91 billion in 2011 to $207 billion in 2016. It more »

  • Seagate & Western Digital: The Ultimate Value Traps

    By Sam Mattera - July 12, 2013 | Tickers: SSNLF, STX, WDC

    Value investors often seek out profitable companies trading at bargain valuations. The investment strategy is a sound one -- some of the greatest investors in the world, including Warren Buffett, employ it.

    But sometimes, profitable companies trade at bargain valuations for a reason. Often they are in broken businesses, and their long-term decline seems inevitable.

    Seagate (NASDAQ: STX) and Western Digital (NASDAQ: WDC) are two such companies. Although they trade with more »

  • Two Tech Stalwarts Changing With The Times

    By Reuben Brewer - July 11, 2013 | Tickers: STX, STEC, WDC

    Western Digital (NASDAQ: WDC) controls around 40% of the hard drive market. That's a slowly dying business as new technology displaces the need for storage with moving parts. Western Digital is doing something about this problem and so is its main competitor.

    New Technologies

    Hard drives provide the best combination of storage space and cost. If the chip is the brains of a computer, the hard drive is the more »

  • Do Not Invest in Computers, Invest in Hard-Disk Drives

    By Robinson Roacho - July 1, 2013 | Tickers: STX, WDC

    The digital world is evolving at an amazing speed. Thus, the demand for digital storage grows stronger each day. Companies are in need of larger and faster hard-disk drives (HDD). Not long ago, HDDs of 200 GB or 500 GB were unheard of. Nowadays, 1 TB and 2 TB are the standard capacities for any personal computer.

    Several factors have led to strong demand for HDDs. Nowadays, many digital TV more »

  • What This Acquisition Means for Competitors

    By Mike Thiessen - July 1, 2013 | Tickers: STX, STEC, WDC

    Western Digital's (NASDAQ: WDC) decision to purchase rival hard drive maker STEC (NASDAQ: STEC) did not come as much of a surprise to those familiar with the two companies. In light of a recent insider trading scandal and ongoing turmoil within the company's upper management ranks, many observers believed that it was only a matter of time before STEC accepted such an offer. Indeed, the company's largest more »

  • Are These 2 HDD Stocks a Buy?

    By Brian Nichols - July 1, 2013 | Tickers: STX, WDC

    Are These Analysts Right With These Industry Calls?

    A bullish industry call

    Seagate Technology (NASDAQ: STX) and Western Digital (NASDAQ: WDC) both traded considerably higher on Thursday, after a Longbow analyst said he believes hard disk drive (HDD) shipments bottomed in the first half of 2013.

    He said that channel checks indicate “relatively stable” pricing and that cloud-driven enterprise is offsetting PC weakness. Moreover, he believes that shares are undervalued more »

  • Seagate: A Great Past, But Is There a Future?

    By Zarr Pacificador - June 26, 2013 | Tickers: DELL, HPQ, STX, WDC

    For many years, analysts have been predicting the eventual demise of hard-disk drive companies because of the increasing adoption of solid-state drives, or SSDs, eventually rendering hard-disk drives, or HDDs, obsolete.   

    SSDs are faster, battery-saving, and are insensitive to vibrations, making them a better fit for mobile devices. Thus, the thinking goes, as more consumers shift from PCs to mobile, HDDs will eventually be phased out sooner rather than later more »

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