There are several variables you should consider before investing in companies engaged in the data storage business: (1) competitive pressures, (2) free cash flow generation, (3) strategic actions, (4) and new product focus. I consider these four main variables in the three companies below. While some have swung into low multiples, it is important to distinguish the value traps from the firms with favorable risk/reward. If there are any more »
Hidden in the digital age is a host of investing opportunities, among them cloud computing: the crux of Microsoft's new Office suite, and increasingly the data storage method of choice for businesses small and large. Is it too late to jump in, or are there bargains to be had?