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Company: Western Digital (WDC)
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93%
agree
16 votes

  "Seagate, largest competitor, acquired hard drive manufacturer Maxtor"

Seagate, Western Digital's largest competitor, acquired hard drive manufacturer Maxtor in 2006. Although Seagate now has a larger market share, the elimination of a competitor may allow Western Digital to increase sales to customers looking to maintain a diverse supplier base.

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100%
agree
1 votes

  5x ttm PE, 35% ROE, 22% RoA, chances of buyout?

Looks pretty cheap. Ex-cash it's at 3.6x Earnings. Low debt and high coverage.

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66%
agree
3 votes

  Western Digital's offerings cover 90% of the disk-drive market

Western Digital's offerings cover 90% of the disk-drive market. As long as the disk-drive market remains healthy, the company has a strong and diversified set of products and clients.

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100%
agree
1 votes

  Strong growth in the mobile computing market

Strong growth in the mobile computing market creates strong demand for Western Digital's mobile hard drive products. One of Western Digital's newest offerings, the 160 GB Scorpio drive incorporates perpendicular recording, and is a strong competitor in the 2.5" form factor market.

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0%
agree
0 votes

  5 year growth for SAN likely due to growth in network and systems virtualization.

Western Digital is likely to enjoy growth as will other drive manufacturers for the next five year period while corporations consolidate their current IT assets by utilizing virtualization and multiple storage Area Networks.

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0%
agree
0 votes

  Seagate, largest competitor, acquired hard drive manufacturer Maxtor

Seagate, Western Digital's largest competitor, acquired hard drive manufacturer Maxtor in 2006. Although Seagate now has a larger market share, the elimination of a competitor may allow Western Digital to increase sales to customers looking to maintain a diverse supplier base.

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