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Western Digital Corporation Message Board

  • bs572 bs572 Feb 7, 2013 12:29 PM Flag

    End of PC will result in end of small disc storage.

    Many F.A's believe rev/earnings will hit a barrier with the end of the PC and its small Hard disc storage.

    Does any one know the rev/ earnings stream that AMD has from this segment and whether growth in other segments can compensate. Thx.

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    • shortie:

      The demand for data is growing 30% annually. Of the worldwide installed flash capacity of 36 EB, only 6 EB is dedicated to SSDs. Laptop PCs with HDDs provide 135 EB of storage. It costs $10 B to build a flash fab capable of producing 7.5 EB of NAND Flash. To replace all hard drives would require an investment in NAND fab capacity of $750 B. Total semi capex spending this year is $42 B.

      Do the math!

      BTW, in one quarter STX or WDC generate enough free cash flow to buy FIO, STEC, ORZ combined.

      Think about it!

    • bs wrote:

      "Many F.A's believe rev/earnings will hit a barrier with the end of the PC and its small Hard disc storage."

      What do you mean by "small Hard (sic) disc"?

      To me, all that counts is that the global demand for data storage continues to expand rapidly, and that the overwhelming bulk of data storage continues to be on hard disc drives, and Western Digital is one of only two major players in the hard-disc market. The issue of whether the PC is "dead" seems largely irrelevant to me.

      Sentiment: Buy

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