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Again, WDC is much cheaper and has been growing fast then STX....just trying to help you guys out.
calculate trailing and forward PE again, I think your math is incorrect. I think WDC is also a good stock to buy right here. I think STX and MRVL are better but I don't think you can go wrong with WDC either.
What part of my math is incorrect?I am calculating the PE after removing cash from their Market Cap.Obviously this year's earnings are a mystery but if they can earn $4.00 (which is down from $6.00) then the PE is around 3.5.I think people aren't realizing that WDC's balance sheet is a significant competitive advantage.ThanksFULL DISCLOSURE: LONG WDC with puts on STX.