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  • Seagate's Surveillance Drives Could Provide Near-Term Benefit [View article]
    Allan, I agree with you that the drive usage of a cloud drive will be higher than distributed drives, but I also think people will end up storing their data on several clouds/locations which will increase the storage required.
    I believe the CEO from your previous daily activities (;-) suggested that the HDD industry did not have the capacity to keep up with the increasing storage demands. NAND cannot fill the void due to cost and production limitations. Sounds like an opportunity for magnetic storage to me.
    BTW, any hole-in-ones yet?
    Mar 6, 2014. 11:00 AM | Likes Like |Link to Comment
  • Seagate's Surveillance Drives Could Provide Near-Term Benefit [View article]
    Actually, the 24 hour use model improves MTBF because of the reduction in thermal cycles (heating/cooling events). Even with 32 camera feeds, the HDD will not be working hard, but I'm a bit skeptical about the 1M hour life.
    VSaaS will drive demand for Enterprise class HDDs (just as cloud storage does), which also benefits the HDD manufacturers.
    Mar 5, 2014. 10:54 AM | Likes Like |Link to Comment
  • In a sign of the times, Seagate (STX +0.8%) is discontinuing production of high-performance (7200 RPM) 2.5" hard drives, as the MacBook Pro, Intel ultrabooks, and other high-end notebook platforms embrace SSDs. The announcement comes a month after IHS predicted hard drive industry sales will drop 12% this year thanks to weak PC demand and SSD encroachment. Separately, Seagate says it will create a $180M R&D facility at Solyndra's old factory, which it bought last year, to develop cutting-edge drives. [View news story]
    The real performance delta between 5400 and 7200 was small. Seagate has shown that adding hybrid capability (SSHD) is a much larger performance boost at only slightly larger price premiums. I don't think SSD was the motivation for dropping 7200 as much as focus on their SSHD line. There are actual performance advantages to a slow spinning HDD when it is part of a SSHD.
    Mar 5, 2013. 11:56 AM | Likes Like |Link to Comment
  • Western Digital Undervalued, Dominant Position Overlooked [View article]
    "Technologically vs. Economically Perfect": The industry recently introduced hybrid storage (HDD + SSD - small cache) seen in many Ultrabooks. The adoption rate has been less than expected. The thought was that this was a less expensive option to the SSD and would attract buyers from both camps (SSD and HDD system purchasers). What was seen is that the SSD buyers tend to keep buying SSD and the HDD buyers won't upsell. So, there are examples of both perfections, technology and economy. Not to mislead, the SSD camp is very small when compared to the HDD camp.
    Nov 9, 2012. 11:06 AM | 1 Like Like |Link to Comment
  • Western Digital Earnings Analysis: A Money-Printing Machine [View article]
    Good analysis. WDC vs. STX comparison is right on. One is debt conservative vs. the other's focus on ROIC. Both should do well in the consolidated market.
    Nov 5, 2012. 04:20 PM | Likes Like |Link to Comment
  • Get Paid To Buy Western Digital At A Bargain Price [View article]
    COGS includes warranty reserve. There are cases of extraordinary failure rates that may exceed the reserve, but the remaining HDD companies are well experienced in prediction algorithms.
    Oct 20, 2012. 12:43 PM | 1 Like Like |Link to Comment
  • The End Of The WinTel Era [View article]
    Perhaps you didn't detect the note of sarcasm?
    Oct 18, 2012. 10:41 AM | Likes Like |Link to Comment
  • The End Of The WinTel Era [View article]
    So, who is happy with the bandwidth they receive on the devices they have now: smart phone, tablet, PC, etc.?
    The cloud is a terrific idea for storage of archival data, but I can't imagine using it for live stuff. It seems well suited for syncing iPhoto between devices, but poor at handling apps and files I access frequently.
    I can't wait until we have infinite bandwidth to our devices. And I believe that the cloud itself will drive the improvements in the "pipes".
    BTW, we manufacture those storage devices in both the client device and the cloud...
    Oct 17, 2012. 06:06 PM | Likes Like |Link to Comment
  • The End Of The WinTel Era [View article]
    Apple lives off of HW sales. Their current 15" MacBook Pro starts at $2199.
    SW is not their bread winner: the OS upgrades go for $19. Their "Office Suite" sells for $70 when ordered with a system.

    BTW, they do not manufacture anything. All of it is done by contract manufacturing. They do the designs ("Designed in California").
    Oct 17, 2012. 05:25 PM | 1 Like Like |Link to Comment
  • Western Digital: The Duopolist [View article]
    Do they go after an SSD company or a deal with a flash company?
    Sep 1, 2012. 01:41 PM | Likes Like |Link to Comment
  • Western Digital: The Duopolist [View article]
    An informative, thought out analysis without any arm waving conclusions (SSDs will overrun HDDs). This isn't typical for HDD companies today.
    I must be dreaming...

    Aug 30, 2012. 07:44 PM | Likes Like |Link to Comment
  • Seagate Is Well Positioned For A Solid State World [View article]
    I believe there are other disadvantages to SSDs such as reliability. As the NAND companies drive to higher density, the parts suffer significant SNR loss which translates to lower reliability. There are those that have stated that NAND can't replace HDD for this reason, but that it may birth a technology that can.
    As far as P/Es go, this is nothing new. Take a look at them in the early 1990's, etc. This industry has always been challenged in this.
    Aug 7, 2012. 05:22 PM | Likes Like |Link to Comment
  • Western Digital Offers 50% Upside [View article]
    Some of the most intelligent comments I've seen regarding my industry (Mark, Yargin, Sunil)...
    Jul 24, 2012. 10:29 PM | Likes Like |Link to Comment
  • The Hard-Disk Duopoly Is Really Cheap, But For How Long? [View article]
    At Intel's recent developers forum, they introduced some concept hard drives targeted at tablets (5 mm thick drives designed by WDC).
    The author has missed a key point Mark made above. There isn't sufficient fab capacity for SSD to replace HDD (supply-demand issue). It was estimated to be about $500 - 600B capital investment to close the supply issue. Hmmm, I don't think the Federal government is going to bail this out...
    Jun 22, 2012. 10:42 AM | 2 Likes Like |Link to Comment
  • Hard Drives, Floods, Monasteries And Investment Returns [View article]
    Wow, this just makes me believe I am still in the right place!
    A long time WD employee.
    Dec 8, 2011. 05:20 PM | 1 Like Like |Link to Comment