HDD suppliers as leading indicators
Sung,
<< My point is that component providers may be leading indicators for HDD manufacturers, who along with semis, are harbingers to box makers' performance, etc. If INVX expects good SEQUENTIAL revenue growth, it bodes well for WDC down the road. >>
Excellent proposal - in theory <g>. No, really, I like it. Now, what fiscal years do the suppliers like INVX, RDRT, etc. have? If it's a weird one (i.e. 3Com has a May FY) , they will always announce a little bit ahead of WDC, SEG and QNTM, thereby giving an edge, maybe.
Thomas
P.S. Maybe you will also drop by the Asia Forum once, a thread we recently started to discuss Asian topics. |
