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Strategies & Market Trends : Value Investing

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To: Jurgis Bekepuris who wrote (45067)	10/20/2011 4:31:02 PM
From: J Mako	Read Replies (2) of 78670

re: WDC > Perhaps it's different in other settings or perhaps I was just lucky. A value investor who doesn't have risk control? ;-) I don't replace my HDD when it fails. I replace it before that happens. (Just like you sell your stocks before they are fully valued.) Maybe I'm the minority and not everyone thinks like me... > What percentage of manufacturing is affected? How much the sales will drop? If they can't fulfill orders for a year, this is bad in terms of competitive position... IIRC, sales will be halved and they acknowledged they would get into negative gross margin next quarter. And the quarter after will be worse because their inventories will run out. The CEO emphasized a few times this will affect them for "a few quarters". They have factories in Malaysia. But it appears there is that much they can shift there. And they've decided they wouldn't use their R&D capacity for manufacturing. They have yet had the full assessment of the damage at this point.

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