Morning Overview on MSN
Data centers hoard SSDs as hard drive supplies dry up
Data centers are increasingly resorting to solid-state drives (SSDs) as traditional hard drive supplies dwindle. This shift, ...
SSDs have benefited greatly from the development of 3D NAND flash memory technology, which has led to continuous growth in data density and capacity. In comparison, the data storage density of ...
We expect mass-capacity HDD demand to offset consumer declines and drive revenue growth over the next five years, but we don’t think Seagate’s drives allow it to establish an economic moat. We think ...
We maintain our $42 fair value estimate for shares of no-moat Western Digital after its December-quarter results aligned with our longer-term recovery thesis for hard disk drive, or HDD, demand.
Rosenblatt analyst Kevin Cassidy relaunched coverage on Western Digital (NASDAQ:WDC), giving the stock a Buy and lowering the price target from $76 to $50 on Tuesday. Cassidy noted Western Digital’s ...
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