Not sure why anyone would invest in STX over WDC? Please tell me a articulate a logical thesis.
WDC is taking market share from STX - It is now the leader.
WDC has lower Average prices than STX- attractive to the Enterprise market and OEMs.
WDC has $2.7B in cash on balance sheet and no debt while STX is just barely net cash positive on their balance sheet.
WDC's margins have been growing over the past 4 years
so despite the fact that you wanted to start a logical discussion about what kind of valuation seagate should have, you refuse to answer my simple question... what valuation should be placed on seagate's i365 subdivision?
I realize that answering the question will shoot down your motives, so I really don't expect any 'logical' discussion to take place.
since your trying to place a valuation on seagate, I was wondering how much valuation should be placed on seagate's i365 subsidiary? Given the fact that you know everything about seagate, I would like to know what the value of i365 would be if seagate spun them off?
Remember, seagate has pumped in around $500 million into i365. They have around 500 employees. They implement Cloud datacenters if you don't know. They have built 8 world class datacenters... Offering backups, dedup, recovery, etc. They are also involved in an exclusive parternship with microsoft.
Really would like to see how you value the i365 unit.
woah, no way! Really! You guys were talking about subtracting cash in the PE ratio? WOW what an amazing new discovery.
Lets compare penises next.
Mine might only be 3 inches, but when you subtract the cash from my pocket, it makes it look bigger in my sweatpants.
Indeed sweetie from what I read some STX posters seem to be immune and unconcerned by it`s debt, that explains it all.
PD: I also must admit, if you look slightly similar to your cute picture, that as a professional massager you have a better shot than investing ;).
yes you can prove your point by massaging numbers, I was asked to do that all the time when I worked in the corporate world. It's an old trick and professional money managers aren't fooled.
Hahaha, after a slow learning process you finally got it right: price minus net cash :
( price - (cash - debt)/shares ) / earnings
If there are some more slow learners you can take more time to think about it. Wish you had learned that some months ago.