Seeking Alpha
  • bilton
    And tech warning season begins with $STX cutting revenue by 500 million from 5 to 4.5 billion. Gross Adj Margins cut from 34.5 to 33.6%
    7/5/12
    Reply (6)
    • DaLatin: Started weeks back with chipsters an others !
      7/5/12
    • Rubenov: STX hard disk drive company that's outdated... present and future belongs to SSDs
      7/5/12
    • DaLatin: Seagate made noise a while back ! And they has world by skivvies after quake and locked up contracts !
      7/5/12
    • Sunil Shah: this is a zero sum game in favour of WDC. massive upside in eps for june possible.
      7/6/12
    • bilton: Or maybe its a no sum game with buyers pulling back as the global slowdown causes less demand.
      7/6/12
    • DaLatin: bilton, why put a fact on a talk ? It is though !
      7/6/12