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

To: Brian Sullivan who wrote (49709)	10/9/2012 7:43:00 PM
From: NikhilJog	1 Recommendation Read Replies (1) \| Respond to of 78751

Brain - you are correct on the data, however, has there been a huge migration from disk drives to say flash or cloud? Bcs if there has been, then 95% mkt share seems like a double edge sword to me.... You are absolutely correct that the storage requirements for the internet continue to grow - the question is in which direction and do these firms are somewhere along that path or defacto control the future path? thats what i will be more interested to know. You don;t have to answer all my questions - if you are investing in it, then its something you might want to look into. I cannot aruge on the div yield and P/Ex - thats def. a plus. thanks.