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

To: Dennis 3 who wrote (49761)	10/13/2012 12:29:32 PM
From: Spekulatius	4 Recommendations Respond to of 78764

>>WDC... My point was that HD are not going away because of the expense and the space limitation of SSD. Some ultrabooks are shipping with both ssd and hd to bring down the price.<< The business does not need to go away, in order to become a bad business. If it starts to shrink in $ terms continuously, it probably becomes a bad business, because a continuously shrinking business means continued restructuring expenses to right size costs, and more competition for the remaining business. Very few shrinking business are good business. The computers, printers, newspapers, franking machines are not going to disappear, but those business are, or may be shrinking. That is the problem with trying to bottom fish, if the bottom is slowly falling out. Have seen my fair share of working in shrinking business lines. It's not fun (for the employees) and it typically isn't profitable either. In addition, my experience seems to indicate, that betting on turnaround stocks, with structural issues, has not been working out well overall, in the last few years. Maybe I choose the wrong stocks....

To: Dennis 3 who wrote (49761)	10/14/2012 6:40:00 PM
From: rllee	Respond to of 78764

SSD - I tend to agree that spin-type HD are not going away due to the cost advantage for high capacity spin drives. I recently attended Intel's World Open Conference in San Francisco and saw a demo of a new specially-designed Intel chipset built into new motherboards that used a small (80 GIG or less) SSD drive in conjunction with a regular spin HD. The combination generated significantly faster boot-up and file access speeds. 120 GIG SSD drives have dropped to below $70 based on some recent ads. I believe that these "hybrid" approaches will lead to a cost-effective solution for a while until hi-capacity SSD's costs drop significantly.

To: Dennis 3 who wrote (49761)	10/14/2012 6:40:02 PM
From: rllee	2 Recommendations Respond to of 78764

SSD - I tend to agree that spin-type HD are not going away due to the cost advantage for high capacity spin drives. I recently attended Intel's World Open Conference in San Francisco and saw a demo of a new specially-designed Intel chipset built into new motherboards that used a small (80 GIG or less) SSD drive in conjunction with a regular spin HD. The combination generated significantly faster boot-up and file access speeds. 120 GIG SSD drives have dropped to below $70 based on some recent ads. I believe that these "hybrid" approaches will lead to a cost-effective solution for a while until hi-capacity SSD's costs drop significantly.