August 6, 2012
In the following video, analysts Brenton Flynn and Austin Smith discuss hard-disk drive juggernauts Seagate and Western Digital. After catastrophic flooding ravaged the industry's supply chain last year, Seagate emerged relatively unscathed and was able to ride its short-term position as the only game in town to massive gains. However, Western Digital is back in action, and the supply/demand equation has reached relative equilibrium once again. With solid-state storage staring the industry in the face as a major long-term threat, investors have to wonder how how long Seagate and Western Digital can leverage their dominant 80%-plus market share.
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