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Strategies & Market Trends : Value Investing
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To: J Mako who wrote (45069)10/21/2011 1:21:53 AM
From: Jurgis Bekepuris  Read Replies (2) of 78693
 
WDC/STX - I am afraid that the impact of the floods is not yet fully discounted by market. It seems that the market is cheering the STX results and not really paying attention to disruptions especially if they will last a year.

IMHO, WDC/STX are cheap'ish, but not super cheap compared to other techs that are also cheap'ish. I am not sure I'd prefer WDC/STX over MSFT/INTC/DELL, etc.

Disclosure: I have positions in MSFT, INTC, DELL. No positions in WDC/STX.
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