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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (49723)10/12/2012 12:43:17 AM
From: Spekulatius1 Recommendation  Read Replies (1) of 78753
 
WDC and STX margins appear to be at levels that we have never seen before, at around 15-20% pretax.The question is really, if you believe, that this time is different. In my opinion, the Thai flood last year created a capacity shortage, that boosted margins to the current abnormally high levels, a situation, which is likely to reverse to the mean, imo. I think this is one case where you need to take the current fundamentals with a grain of salt, and estimate the normalized margins to get the right picture. I have no idea what they would be,but I am guessing much below current levels.
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