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Western Digital: Solid Execution Makes It A Compelling Stock To Watch Out For by Naveen Selvaraj
Western Digital( NYSE:WDC) can easily rank among the best managed large-cap tech companies today. For the first quarter of the company's fiscal 2010, it reported YOY revenue growth of 4.6% to $2.2 B and operating income grew 36% YOY to $319 M.WDC Reported A YOY Revenue Increase...Source:... More »
October 27, 2009 • WDC, STX
The Market Drinks a Tech Earnings Tonic By: Charles Payne by Wall Street Strategies
Corporate earnings are looking to reclaim the spotlight and reignite the rally as technology had a slew of impressive results after the closing bell yesterday. Winners included two companies ridiculed for not accepting takeover offers...maybe they did the right thing after all? So Much for... More »
October 21, 2009 • YHOO, CREE, SNDK
Dell Perot Computer Systems by Michael Michaud
The Market Last WeekWill earnings season keep boosting the market higher? Friday’s unemployment report increases. Madoff family members are being sued for hundreds of millions. It’s October and time for caution, especially after this year’s run up since March. My Stock Pick... More »
October 5, 2009 • DELL, HPQ, IBM
Flat Panel Displays Clearly Seeing Some Appreciation by Michael Michaud
The Market Week AheadFirst, the market last week. The Dow gained more than 125 points while the S&P tacked on 15 points late Friday on news that the pace of U.S. job losses slowed more than forecast in July and the unemployment rate dropped for the first time in more than a year. One month... More »
August 10, 2009 • AUO, LPL, IBM
Get Ready for Affordable Thin-Film Solar Technology by Marc Courtenay
The last year has been a tough one for the solar energy sector. Anyone who owns companies like First Solar (Nasdaq:FSLR) SunPower Corporation (Nasdaq:SPWRA) and Suntech Power Holdings (NYSE:STP) has surely "felt the heat" if you'll excuse the pun. Even those who chose the more... More »
August 6, 2009 • FSLR, SPWRA, STP
Hutchinson Technology says they're going to make it by Tom Armistead
I wrote Huthchinson Technology (HTCH) up favorably http://seekingalpha.com/article/107510-hutchinson-technology-20-book-value-2-share-price at 2.05. The stock got up as high as 4.15 today and I am claiming a doubler. Hutchinson makes head suspensions for disk drives,... More »
August 6, 2009 • HTCH, WDC, STX
Western Digital Could Lead Hard Drive Market In 2009 by Robert Castellano
Hard disk drive (HDD) manufacturers are repositioning themselves in this Great Recession, which will impact market share leadership in 2009. We pointed out in a Seeking Alpha article of February 18, 2009 that Toshiba would move into first place in 2.5-inch hard drive with purchase of... More »
August 2, 2009 • STX, WDC, TOSBF.PK
Western Digital: Better Inventory Management Helps It Pull Ahead Of Seagate by Naveen Selvaraj
Western Digitial(NYSE:WDC) reported better than expected results yesterday with a 21% sequential revenue growth to $1.9B and a more than threefold increase in operating income to $209M($61M in Mar09 qtr)Source: Gridstone ResearchIt looks even better when viewed in comparison to its principal... More »
July 29, 2009 • STX, WDC
INTC: Much Higher Results And Guidance, As Expected; Many Beneficiaries by Richard Davenport
Q2 revs $8.024B (+10.2% above Street $7.284B)Q3 rev guidance $8.5B (+8.8% above Street $7.813B)GM 51% (vs mgmt guidance mid-40s)Q2 Q/Q rev growth highest since 1988--over 20 years!Supports our long position on INTC, PC supply chain (4.9.09); also CCMP, WFR,... More »
July 14, 2009 • AAPL, AMD, ATHR
Stock Winners and Losers from Google's Chrome OS by Hedged In
Google's Chrome operating system will, over time, strongly impact the stocks in the PC hardware and software sector. Here's a quick initial checklist of stocks that could win and lose from the Chrome OS:LosersThe other OS companies. Microsoft (MSFT) and Apple (AAPL) will both face... More »
July 10, 2009 • GOOG, AAPL, MSFT

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Seagate Technology (STX)

Instablog posts on STX

Western Digital: Solid Execution Makes It A Compelling Stock To Watch Out For by Naveen Selvaraj

The Market Drinks a Tech Earnings Tonic By: Charles Payne by Wall Street Strategies

Dell Perot Computer Systems by Michael Michaud

Flat Panel Displays Clearly Seeing Some Appreciation by Michael Michaud

Get Ready for Affordable Thin-Film Solar Technology by Marc Courtenay

Hutchinson Technology says they're going to make it by Tom Armistead

Western Digital Could Lead Hard Drive Market In 2009 by Robert Castellano

Western Digital: Better Inventory Management Helps It Pull Ahead Of Seagate by Naveen Selvaraj

INTC: Much Higher Results And Guidance, As Expected; Many Beneficiaries by Richard Davenport

Stock Winners and Losers from Google's Chrome OS by Hedged In

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