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American Capital Agency Corp. Message Board

disk_investor2 12 posts  |  Last Activity: Jan 27, 2016 8:44 AM Member since: Jan 28, 2003
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  • Reply to

    HTCH report

    by disk_investor2 Jan 27, 2016 6:56 AM
    disk_investor2 disk_investor2 Jan 27, 2016 8:44 AM Flag

    "They did see a modest uptick in Dec qtr suspensions, so the HDDs should meet expectations for Dec15 qtr"

    According to HTCH's December shipments, December TAM should be flat at 119 M, but NIDEC had projected a December TAM of just 113 M. HTCH shipments are more influenced by product mix, as capacity/drive and the number of suspensions/drive increase drive TAM could actually decline while suspension shipments rise.

    "This is not new news (weak PC compute) and a lot will depend upon how the other segments perform. WDC is not planning on a resurgence on the PC client compute segment"

    but the Analysts are only modeling a 3% sequential decline in March quarter revenues, so to meet that with a 8-20% drop in unit shipments, the other segments must perform well.

  • disk_investor2 by disk_investor2 Jan 27, 2016 6:56 AM Flag

    HTCH guided to their suspension shipments dropping from 106 M units to just 85 to 95 M units this quarter, a 11% to 20% sequential decline. They tried to color that as a normal seasonal drop, but it is double the December/March quarter decline they guided to last year. The drop is also consistent with NIDEC's forecast of a 15% sequential decline.

    According to the WDC/STX revenue estimates, the Analysts are expecting just a modest sequential drop, a couple percent in March quarter sales.

    Could be another reason why the drive stocks are tanking.

  • Reply to

    Yesterday's Carnage

    by nostraromcra Jan 12, 2016 6:36 AM
    disk_investor2 disk_investor2 Jan 12, 2016 7:58 AM Flag

    Once again your selective report paints an incomplete and misleading picture.

    Both Benchmark and Wells Fargo reported that December notebook PC shipments by the 4 major Taiwanese manufacturers increased more than expected during the December quarter, notebook PC shipments were up 5.8% sequentially. According to Benchmark, Western Digital's channel pricing was more stable than Seagate's during the quarter. The displacement of hard drives in notebook PCs accelerated during 2015.

  • Reply to

    Censorship

    by disk_investor2 Jan 5, 2016 6:17 PM
    disk_investor2 disk_investor2 Jan 6, 2016 3:40 PM Flag

    What's bugging me is you trying to posture yourself as providing objective information to this board, when in fact you are as slanted as some of the crooked Analysts you are trying to defend.

  • Reply to

    Censorship

    by disk_investor2 Jan 5, 2016 6:17 PM
    disk_investor2 disk_investor2 Jan 6, 2016 3:28 PM Flag

    Here is what you posted on RBC on:

    "RBC commented on PC business and "sees trouble for HP and Western and Seagate." The thing is WD already predicted TAM going down in the low single digits every year. Nothing new. But traders need a crutch to get thru their day"

    Once again you spin it as no big deal, real objective my little pumper.

    Where were your posts on the three sells? Do you even know who made them?

    What a phony!

  • Reply to

    Censorship

    by disk_investor2 Jan 5, 2016 6:17 PM
    disk_investor2 disk_investor2 Jan 6, 2016 2:53 PM Flag

    "What the heck is your beef. If you are making the case that the analysts are not always right and that they have agendas not in the interests of the average shareholder, not a single longs on this board will disagree with you"

    My problem is with your selectivity of what Analyst comments you choose to propagate on this board. Did you feature the comments of the three analysts who turned bearish last year? I don't give a damn whether it was STX or WDC, it looks like the Street lumps them both together.

    My beef is that you shouldn't selectively pump up posters based on the advice of these bullish Analysts who missed a 45% drop in the share prices of both STX and WDC because of their agendas to placate management in order to derive favors, while you ignored the few analysts who told people to sell.

    If you want to be the conduit of Analyst "wisdom" don't just play the cheerleader, present both sides.

    Do you finally get it?

  • Reply to

    Censorship

    by disk_investor2 Jan 5, 2016 6:17 PM
    disk_investor2 disk_investor2 Jan 6, 2016 1:20 PM Flag

    Here is a post I made in October, 2015 rebutting a basher:

    "give it up

    if not for WDC being the better company to invest in, the Chinese would not have bought shares for $92.50

    Think about it DUMB#$%$"

  • Reply to

    Censorship

    by disk_investor2 Jan 5, 2016 6:17 PM
    disk_investor2 disk_investor2 Jan 6, 2016 1:13 PM Flag

    1. I have been posting on these drive boards far longer than you and most others.
    2. I like WDC, especially at this price and I always have thought highly of it
    3. Through the years, I have spent more time bashing the bashers on this and the STX board than most other posters

    However, you must have just fell off the turnip truck if you believe most of the Analysts following the drive stocks don't have hidden agendas behind their viewpoints.

  • disk_investor2 by disk_investor2 Jan 5, 2016 6:17 PM Flag

    If you go to the thread "Pac Crest Still Beiieves" you will see the second post I made to that thread 4 hours ago has be suppressed.

    It appears somebody doesn't like it when I point out that certain Analysts have been touting the drive stocks in order to curry favor with the drive firms so that they can set up meetings between drive company management and the clients of these Analysts or attend the investor conferences or dinners sponsored by the Analysts' firms.

    I don't blame the Analysts, most mutual funds no longer pay for objective research or insights about the industry, just access to management. Maybe that explains why most mutual funds under performed again in 2015?

    Sadly it's all about spin and control, objective equity research has died.

  • Reply to

    Pac Crest Still believes...

    by nostraromcra Jan 4, 2016 5:37 PM
    disk_investor2 disk_investor2 Jan 5, 2016 7:42 AM Flag

    She was also pumping STX 24/7 until the late fall, when she finally went to hold.

  • Reply to

    Needham

    by nostraromcra Dec 23, 2015 12:10 PM
    disk_investor2 disk_investor2 Dec 28, 2015 8:20 AM Flag

    "Did you want to hear "sky is falling!"

    I don't expect Needham to call every 10% move in a stock, but both STX & WDC fell precipitously during 2015.

    STX has missed the last two quarters and its earnings are down significantly since 2013.

    An objective Analyst without a banking agenda would have said more, instead of constantly cheerleading for the group.

  • Reply to

    Needham

    by nostraromcra Dec 23, 2015 12:10 PM
    disk_investor2 disk_investor2 Dec 24, 2015 6:55 AM Flag

    Is this really news to get excited about?

    Needham is a hopeless pumper of the drive stocks and on numerous occasions during the past 15 years has watched STX and WDC crash while maintaining buys on the stocks so to cozy up to both firms for banking business.

    At least, Morgan Stanley and a few others had the cajoles to drop STX to sell.

    YAWN!

AGNC
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