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Hey Jim-

Any chance you'd care to weigh in on Chanos' opinions of STX and the disk-drive biz?

Do you think he's flat-out wrong?

(I'm fascinated by these cases where really smart people, whose opinions I respect a lot, have diametrically opposite views on something.)
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Do you think he's flat-out wrong?

Well, I haven't seen any good detailed summaries of what he's said.
Alternatively, what I've heard that he said was not particularly detailed.

Some comments over on the Falling Knives board in two different threads.
e.g. http://boards.fool.com/jim-chanos-if-i-had-to-pick-one-short...

Jim
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Excellent. Thank you.
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