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Strategies & Market Trends : Value Investing
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To: NikhilJog who wrote (49707)10/9/2012 6:10:44 PM
From: Brian Sullivan  Read Replies (1) of 78751
 
They continue to make 95% of the disk drives needed for Data Centers and Web Services.

The storage requirements for the internet continues to grow exponentially.
The refer to this as TAM: total addressable market in their conference calls.

The hard drive remains the cheapest and densest way to store these bits.
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