Al Capital

Seagate Wins Upgrade On Stabilizing Drive Prices

For a global perspective which suggests that disk drive storage in general is headed for a "Peak Disk Drive" scenario, one where the media demand outstrips supply, see:

mnrtrading.blogspot.co...

Intevac: Well-Run Company In A Tough Business

Although IVAC is considered a cyclical company, both generally and specifically in this Alex's article, it is part of an industry that from a product demand point of view is evolving into a demand driven and supply constrained commodity. That will lead eventually to a completely different valuation structure for IVAC, KOMG, STX, etc.

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