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

To: Sergio H who wrote (49723)	10/10/2012 3:21:58 PM
From: Dennis 3	Read Replies (1) \| Respond to of 78745

Yes, WDC bought a data storage business from Hitachi. Also looking at DECK. I live in chicago and as the temp has been dropping I see the Uggs popping out everywhere while walking around the city. I see growth in earning next year from estimates what ever that is worth. They have been diversifying their products from boots to sandals and shoes from spring and summer. Anyone else following DECK?

To: Sergio H who wrote (49723)	10/12/2012 12:43:17 AM
From: Spekulatius	1 Recommendation Read Replies (1) \| Respond to of 78745

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.