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  • musketeernumberone musketeernumberone Oct 16, 2010 10:17 AM Flag

    Doc: Good call, disc-drive makers

    Monday I am buying positions in STX, WDC and STEC... This is an industry selling as though it had trough earnings rather than peak earnings -- with possible upside on sales volumes.

    STX is THE supplier for enterprise storage. The rumored offer puts a floor on valuation and highlights the opportunity.

    WDC is THE supplier for consumer applications and has far less debt than the perenially flipped STX (flipped by private equity, that is).

    STEC is the up and comer for SSD... speculative at best, but should be a benficiary of the froth in thois sector.

    EMC announced an SSD product for consumers by subsidiary Iomega... this is indication of where memory is going. I bought EMC early last week for a 5 day gain of about 5%... I doubt the ORCL acquisition rumor, but EMC has a huge position in VMW -- THE hottest storage play -- a huge consultative sales force, *blue chip* status in storage... If they combined with Dell they would look like IBM or HP with a focus on storage... not a bad thing. Stocfk is a bit procey, though, so did not jump in with 2 feet. Certainly it is worth a big-toe.

    Also bot a small position in israeli semi- MLNX - they have a very hot product for storage; stock got slammed last summer but have recovered somewhat... I am hoping the bounce continues.

 
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