tag:blogger.com,1999:blog-3744176941262365134.post1226814563816952049..comments2018-09-28T01:38:58.975-07:00Comments on UK Day Trader: Western Digital CorporationUK Day Traderhttp://www.blogger.com/profile/17714250789228965467noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3744176941262365134.post-72317236886673306962011-02-02T10:07:05.557-08:002011-02-02T10:07:05.557-08:00WDC do produce SSD. Margins agree are tight howev...WDC do produce SSD. Margins agree are tight however DELL works in a tight margin business but still trades around PE 13. WDC trades on a PE of 7, even Lexmark International, Inc (Public, NYSE:LXK) has a higher PE.UK Day Traderhttps://www.blogger.com/profile/17714250789228965467noreply@blogger.comtag:blogger.com,1999:blog-3744176941262365134.post-49020204482328070202011-01-26T10:18:56.058-08:002011-01-26T10:18:56.058-08:00There are two real issues that I see as very negat...There are two real issues that I see as very negative for $WDC and $STX;<br /><br />1) Long term SSD will kill HDD for laptops and personal computing.<br />2) Hitatchi still want market share for their storage business before trying to sell it, and there is a large excess in inventories that is killing margins.BlackRavenhttps://www.blogger.com/profile/05896472586470597474noreply@blogger.com