Western Digital (WDC +1.9%) is outperforming today, while the opposite holds for Seagate (STX...


Western Digital (WDC +1.9%) is outperforming today, while the opposite holds for Seagate (STX -1.1%), as well as solid-state drive vendors OCZ (OCZ -1.2%) and STEC (STEC -0.7%). The culprit could be remarks from circuit board maker GBM about hard drive supply shortages likely easing in Q1, ahead of expectations. Western Digital's lost production is heavily responsible for the shortages.

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