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Technology Stocks : Western Digital (WDC)
WDC 57.52+1.0%Dec 3 4:00 PM EST

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To: Sam Citron who wrote (11024)5/16/2008 3:37:59 PM
From: Sarmad Y. Hermiz  Read Replies (2) of 11057
 
>> Do you have a sense of where these companies can profitably deploy their extra cash, other than share repurchases?

That's a problem, isn't it ? Their product field is so narrow. Though at this time it is growing. I have mentioned this before. Intel has estimated that the amount of data that will be stored on-line is expected to grow 10-fold in five years. So there is a lot of growth still ahead. But eventually, these companies will have to expand into other areas.

I don't know the answer. And it is one reason I am thinking of my seagate position as a trade instead of a long-term hold.

I really think companies such as EMC and Seagate should merge. That would be a natural fit, and it would be beneficial vertical integration. But so far, no one has done any storage acquisitions.
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