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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (49668)	10/8/2012 9:06:55 PM
From: Dennis 3	1 Recommendation Read Replies (2) \| Respond to of 78714

How about some disk drive stock? WDC or STX. They had some nice price appreciation this year but could be undervalued based on earnings and earnings growth. Even though they should be valued at a lower p/e since the use FIFO. WDC trading just over book value, .75p/s. gross margins, net margins above average but remember they use FIFO. WDC adding new revenue stream with the purchase of data storage from Hitachi. Any thoughts???

To: Jurgis Bekepuris who wrote (49668)	10/17/2012 5:51:01 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78714

Flip-flop for me now as regards INTC. Bought back the shares I sold.

To: Jurgis Bekepuris who wrote (49668)	10/20/2012 9:14:45 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78714

Bottom may be in - Barron's has an article about the "Death of the PC" online.barrons.com FWIW, I do own MRVL and it looks ugly. Another Einhorn stock going bad after Dell, Delta Lloyd and a few others I don't care to remember. I agree that this bodes bad for HD manufacturer, since MRVL has a dominating market share in HDD controller chips. FWIW, GOOG Chromebook may be a credible threat as well for the Ultrabooks, which are not selling well to begin with.