FBR's Craig Berger's checks lead him to believe (as others do) that hard drive production is...

|By:, SA News Editor

FBR's Craig Berger's checks lead him to believe (as others do) that hard drive production is rebounding faster than expected after being devasted by Thai flooding. He now expects production to reach 135M units in Q1 (prior forecast of 125M), and grow to 162M in Q2. This leads him to reiterate an Outperform on hard drive chipmaker LSI, whom he thinks could deliver consensus-beating Q1 revenue. (also)