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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Bearcatbob who wrote (166126)3/23/2012 4:30:27 PM
From: Robohogs  Respond to of 206200
 
One of the biggest bears I follow believes STX works to $60 over next 18 months. I have tried to get in here but sharp moves have made it hard. I am short Aug or Sept $22 puts outright. Small position though. I look at all my un-executed trades over last 2-3 months and lots of potential profits not made. You have to hit the bid on this one in my experience. There are now essentially WDC and STX. They have 80-90% of mkt now.

Jon



To: Bearcatbob who wrote (166126)3/23/2012 7:56:31 PM
From: Keith J  Respond to of 206200
 
At least for a while. Plus STX picked up Samsung's HDD business. Consensus for 2013 is over $8/share.

S&P noted: We expect (HDD) prices to remain at elevated levels, as STX signed long-term agreements with major PC OEMs. Additionally, we think the acquisition of Samsung Electronics' hard disk drive business will increase STX's production capacity by about 33%.

KJ


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