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HomeAway, Inc. (AWAY) Message Board

madisonwisschesse 1 post  |  Last Activity: May 7, 2014 8:33 AM Member since: Sep 8, 2003
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  • madisonwisschesse by madisonwisschesse May 7, 2014 8:33 AM Flag

    Another disappointing quarter is certainly upsetting, but given WDC's and STX's comments about slow enterprise drive sales and the historical softness in the March and June quarters, the decline in suspension shipments should have come as no surprise.

    Now if you actually listened to the STX & WDC calls, there are some reasons to believe this is not the end of the road for HTCH. Both STX & WDC stated that enterprise drive sales will strengthen in 2H14 and STX projected drive TAM could grow by up to 6% in December.

    Longer term, if MOFCOM restrictions, now under review, are relaxed by China, WDC may be able to funnel some of the 60 Million suspensions/qtr HGST buys from HTCH's competitors over to HTCH.

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