Posted Thursday 29th January 2009 22:51 GMT
DrDisk #
I'd say that within the next 2 quarters, WD will emerge as the #1 disk drive maker, and Seagate may even slip past Hitachi(IBM) and become #3. Talk about crashing and burning.
The bottom line for any tech company during an economic challenge period is to accelerate the next gen products (500GB/platter and beyond), and WD appears to be the only one in the position to do this. Another price war is coming, everyone knows it; and WD seems to have a much better grip in handling their cash, cost, and the almighty quality.
I will not be buying any stocks for the next 6 months, but i will be buying drives; and it looks like my arrays will have WD drives.
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