With the number of HDD companies likely to fall to 3 by next year (with the Western Digital acquisition of Hitachi GST) it will be interesting to see if either Western Digital or Toshiba (the other HDD manufacturer) will introduce their own hybrid HDD products.
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If we take 2010 aggregate company unit shipments and add the unit shipments of Seagate to Samsung and Western Digital to HGST, we find the combinations should have resulted in about 41% unit share for Seagate plus Samsung, 48% unit share for Western Digital plus Hitachi GST and 11% unit share for Toshiba.
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In short, Seagate and Western Digital are both getting hit this morning.
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To keep up with the trend, Western Digital has been focusing on enterprise SSDs.
There is no weight behind the recent run up in Western Digital and Seagate.
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Disk-drive maker Western Digital reported better-than-expected results for its fiscal second quarter ended December 30.
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Western Digital has a 30.4 percent 10-year EBITDA growth rate, and a 4.5-star Business Predictability rank.
Thunderbolt devices were on display by Buffalo, LaCie, Hitachi GST, Seagate and Western Digital among others.
Shares of disk-drive makers Seagate and Western Digital are trading higher Thursday morning after J.
Western Digital (WDC) and Seagate (STX) had big days yesterday, with WDC at highs of the year.
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Western Digital picked up almost half of the Maxtor market share and benefited from the stronger prices.
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But how much better to be Western Digital Corporation, the number two disk-drive maker at the time?
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Western Digital said it expects to have manufacturing capacity back to pre-flood levels in the September quarter.
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The biggest opportunity from this data lies in short selling disk drive manufacturers Western Digital and Seagate.
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Analysts generally think investors should stand pat on Western Digital, with 10 of 19 analysts rating it hold.
Western Digital did not suffer a less severe disaster than its competitors who also have facilities in Bangkok.
Headquartered in California, Western Digital is a global provider of storage devices, networking equipment and home entertainment products.
Western Digital and Seagate, which compete in Quantums older product segments, could use some of Quantums recent success.
Analysts generally think investors should stand pat on Western Digital, with nine of 18 analysts rating it hold.
The new, helium-filled sealed-drive platform is being demonstrated today at the Western Digital Investor event in Irvine, California.
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Western Digital, Reinsurance Group of America and Tupperware Brands are a few stocks currently in my Neff-based portfolio.
Western Digital is a leader in the enterprise HDD space and already has several high performance products to offer.
Other companies, such as Western Digital (NASDAQ: WDC), have faced similar challenges.
Seagate and Western Digital are the only two decent size drive makers left after a decades-long period of consolidation.
Western Digital makes about 60% of its total HDD production in Thailand and will probably face significant challenges this quarter.
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In the last few weeks Western Digital said that they were shipping a 2 TB 2.5-inch external storage device.
Analysts are estimating a 267.2% increase from the year-ago quarter, when Western Digital reported earnings of 67 cents per share.
The European Commission has officially cleared the acquisition of Hitachi GST by Western Digital if WD will sell off some assets.
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Competitor Western Digital buys most of its components from outside suppliers, and Luczo has decided Seagate should do more of the same.
Today small mobile external storage devices with storage capacity of up to 2.5 TB are available from suppliers such as Western Digital.
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