Exactly right. The cool thing about Hutch going forward is that no matter who does the best (WDC or Seagate), Hutch will benefit. I'm surprised HTCH didn't shoot up a little more on higher volume today. Maybe it stll will. Perhaps a few are spooked from the gyrations HTCH stock went through the day before and day of earnngs. Doubt that happens again.
Aren't you boys being overly giddy. The volume for WDC were what they expected in January, nothing more nothing less. And guidance for volumes in the current quarter were for flat to slightly down (a seasonally weak quarter). I'm thinking we may have to wait until the June quarter, or after, before HTCH really starts to show some traction. Although I still own 3% of the company (down from 5%+ at my peak).