Seagate's ability to supply is linchpin of entire technology chain. Capacity utilization (1H CY 2012)will surge in this fixed cost biz, leading to higher margins and accelerating earnings. Hold ratings will look ridiculous when estimates are being revised upward by 100%.
"Have no fear, many members of our beloved thundering herd have made a good living for many years by being ridiculous."
yeah, because they've been wrong so long by not pumping STX like you have for the past 9 years even though if it weren't for a natural catastrophe befalling STX larger competitor (used to be smaller competitor) STX would STILL be below its IPO price from 9 YEARS AGO!!!
yeah, they were so wrong not being psychopathic liars just like you.