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Verizon Communications Inc. Message Board

disk_investor2 25 posts  |  Last Activity: Nov 6, 2015 7:29 AM Member since: Jan 28, 2003
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  • disk_investor2 disk_investor2 Sep 8, 2015 8:33 AM Flag

    "Since FY13, both STX & WDC have experienced similar decreases in revenue. I think the primary reason for the larger decease in net profitability at STX has been fairly obvious: they haven't reduced expenses as quickly as WDC in response to demand decrease"

    You want to think about that my friend?

    FYI over the past 3 years, STX has lower Opex as % of sales than WDC

    For FY13-Opex as % of sales WDC 14.8%, STX-12.3%

    For FY14-Opex as % of sales WDC-16.2% , STX-14.2%

    For FY15-Opex as % of sales WDC 16.3%, STX-16.0%

    "As for STX being "late" on SAS SSD. Wait a minute .... STX sold enterprise SSDs before WDC purchased STEC"

    FYI, WDC #1 in SAS SSD and #3 overall in SSDs, where is STX?

    Benchmark not the only firm that downgraded STX, Morgan Stanley went to sell 7/23/15 with $38 target price, one of the reasons was a continued drag from Xyratex business will pressure margins.

    On 7/7/15, Needham' s Kugele significantly lowered his STX estimates and also lowered STX's price target from $68 to $55, still maintained STX a strong buy. I guess he really likes that Olive Oil? LOL!

    FYI, Morgan Stanley, Benchmark, and Needham are the 3 longest tenured STX Analysts.

  • Reply to

    10-28-14-Brean reiterates Buy

    by denny_themove Sep 3, 2015 4:16 PM
    disk_investor2 disk_investor2 Sep 4, 2015 11:38 AM Flag

    "Something that Brean, Needham, Stifel, Pacific Crest, etc have failed to do a single time in their MANY YEARS coverage of STX"

    Good point!

    So unlike the bank analysts, which use holds to mean sell, since Miller has had the cajoles to previously drop STX to sell, a hold by Benchmark is a hold.

    Also explains why Luzco's contacts in the press have ignored

  • Reply to

    Expect a major FUD attack

    by ohgoodgriefagain Sep 2, 2015 2:21 PM
    disk_investor2 disk_investor2 Sep 3, 2015 3:58 PM Flag

    "Why do hedgies - backed by shills - have to try to dump"

    You seem to miss the parity of the recent exchanges;

    Why do cheerleaders-backed by shill analysts-have to pump a stock late to the SSD transition, with declining shipments, revenues, and margins?

  • Reply to

    Downgrade-Selective Journalism

    by long4foru Sep 3, 2015 10:00 AM
    disk_investor2 disk_investor2 Sep 3, 2015 10:48 AM Flag

    That's precisely my point.

    The bulls whine about FUD attacks by the shorts, but here you have three articles touting the same bullish analyst in 24 hours who has been pumping STX 24/7 as it crashed, while bearly acknowledging a downgrade.

  • Reply to

    Expect a major FUD attack

    by ohgoodgriefagain Sep 2, 2015 2:21 PM
    disk_investor2 disk_investor2 Sep 2, 2015 4:30 PM Flag

    That's a two way street my friend.

    There are few, if any analysts, who have been able to tell the STX story without bias. The I bank STX basher club has charter members like Goldman, JP Morgan, Barclays, and more recently B of A. At the same time, the Needham and Brean Analysts, who had the first two questions after the presentation was done, are notorious Luzco butt lickers

    Don't know if you caught it during the presentation, but Luzco sent a case of Olive Oil to his buddie, Rich Kugele, at Needham.

    Too bad, none of the cheerleaders pressed Luzco on what's really going on with SSDs or how the new acquisitions are working out?

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