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Strategies & Market Trends : Value Investing
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To: armi who wrote (45074)10/20/2011 11:12:57 PM
From: J Mako  Read Replies (1) of 78746
 
> Its product is something that will ultimately become cheaper over time and there's pressure on rising rare earth metals that may cut into margins.

HDD has been getting cheaper over many decades. But WDC's and STX's profitability stayed high in the last 10 years.

> its less desirable to own a business that is making a product that may be phased out eventually?

That's the bit I disagree. I'm happy to be convinced otherwise though.
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