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Xyratex Ltd. (XRTX) Message Board

  • palosparkflash palosparkflash Oct 3, 2013 4:28 PM Flag

    Analysts did not expect major improvements till 2014 - 2015

    A bump next qtr would have been nice, but I don't think it was really expected. Below is from Seeking Alpha and I think sizes potential accurately.

    "HDD capital spending is about to pick up modestly in 2014, and grow more in 2015. This is based on the conservatism of the HDD companies, which saw a depressed TAM in recent quarters. They haven't invested in new equipment in a while, and they have multiple new products launching nowadays, like the 5mm HDD that is meant for tablets."

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