How Long Will the Hard Drive Boom Last?

By Philip Mause: I wrote an article about Seagate Technology (STX) and Western Digital (WDC) this past December 17 when STX (now $34.80) was trading at $27.68 and WDC (now $51.18) was trading at $37.78.

By Gregory M. Lemelson: On August 11, 2010, we acquired shares of Western Digital Corp. (WDC) for others' accounts at $24.15 a share in the midst of tremendous pessimism about the storage industry.

Tom Armistead submits:Disk-makers Western Digital (WDC) and Seagate Technologies (STX) have been hammered after reporting execellent 4th quarters (ending 6/30), based on missing expectations and cautious guidance.

ByWilliam Greenfield: All data and information in this article is either from the companies' SEC filings or S&P stock reports.

Solid earnings from Marvell Technology (MRVL) illustrate that a transition away from hard disk drives ("HDD") to Solid State Drives ("SSD") will take many years. Prices for solid state storage are steady, limiting the demand for SSDs. Consumers are sensitive to the amount they are willing to pay for SSDs in notebooks and desktops.

By Ganaxi Small Cap Movers:Seagate Technology (STX) raised revenue and gross margin guidance for the December 2011 and March 2012 quarters after the market closed yesterday.

theflyonthewall.com submits: Western Digital (WDC) is expected to report Q2 earnings after the market close on Thursday, January 21, with a conference call scheduled for 5:00 pm ET.

By Skyler Greene: I recently wrote about how Seagate Technology (STX) is a great buy in the hard drive sector of tech. Seagate has only one major competitor: Western Digital (WDC). Like Seagate, Western Digital is an attractive buy at current prices. (click to enlarge) Source: FreeStockCharts.com