$Western Digital(WDC)$ I think

$Western Digital(WDC)$ I think the market is mis-pricing this now by at least -28%, but since it's all algo driven, the trading machines could make another dive to the 380 level for a flush out. If that happens, I'd be ready to buy with both hands. Last earnings call beat all estimates and their forward guidance remains rosy, with no slowdown in demand other than the fear-monger news that Toshiba could produce more low-quality HDDs in 2-3 years away. Forward PE will be compressed to 10-12x. At the enterprise level, including multinationals that run their own data centers, we do not buy Toshiba made drives now because of their high failure rate. Toshiba used to be good, but they are really bad now. Only STX and WD make the call in quality enterprise level HDDs.

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