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

To: Jurgis Bekepuris who wrote (52126)	8/14/2013 5:37:31 PM
From: IndependentValue	Read Replies (2) \| Respond to of 78750

I don't believe I am over-optimistic about the future of HDD - I see respectable but not huge growth for HDD due to growth in digital content, but I see significant growth in the other, higher margin parts of WDC's business (SSD and enterprise), that's all. Overoptimistic would involve extrapolating out above average growth rates and margins for HDDs which I am not. The only reason I don't own a position is price, not because of a lack of confidence to commit money based on WDC's prospects! I simply don't want to pay more than ~$60 as it would be more than 2/3 my estimate of intrinsic value. But I agree, no need for further discussion on this point. Good discussion all the same though :)