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Technology Stocks : Western Digital (WDC)
WDC 58.98-0.3%3:59 PM EST

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To: Pigboy who wrote (11027)5/17/2008 10:47:37 AM
From: Sarmad Y. Hermiz  Read Replies (1) of 11057
 
>> Probably a naive viewpoint but I still have it nonetheless. ;)

Actually, after reading your post, I think I had the naive view point. Perhaps you are right, and EMC will not want to be saddled with owning a lower margin hardware business. They can just buy the hardware.

My point was more for Seagate, and that they need to look past the era of rotating magnetic platters for storage. Seagate had a very strong and thriving software backup business that they spun off about 10 years ago. I think hard drive companies will not survive unless they evolve to other forms of storage hardware, such as solid state memory.
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