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The question is how long before solid-state storage can compete on price. -- RH

Another poster has another intriguing argument:

The demand for storage is rising so rapidly that it would require a mammoth expansion in global chip capacity dedicated just to solid state storage.... and it still wouldn't keep up. Couple that with the idea that solid state drives are a low margin business..... and what reason is there for a low margin business to attract that huge investment?

Yes, solid state should continue to gain ground in mobile devices, but that's definitely not the biggest part of the market. Server farms and other stationary applications should continue to utilize those spinning discs.

If the above is reasonable, then it is also reasonable that the hard drive market has lots of life left in it, even growth. That would suggest that STX is undervalued..... significantly.

long STX
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