Seeking Alpha
  • Sunil Shah
    WDC they lowered units for profitability. 65m units vs 71m in june qtr. Now on a p/cashflow of 2-3. Strong buy!
    Reply (1)
    • Sunil Shah: WDC correction 62.5m units this qtr vs 71m in june. and ASP stayed firm to give gross margin of 29.6% Excellent discipline in new paradigm