short term cuts in production and inventory mgt good for the moment. helped with pricing.
STX has to gain back share. Analysts expect them to, its in their models. Dec qtr upside demand came from cloud anomalistic buys, orders drop off hitting next few weeks. It can be scene in disty sales forecasts, and ODM.
Duopoly, buy backs and mother nature brought prices and margins up from the teens, over shot. Back to the low 20's gm's likely sooner than later.