Western Digital Corp. (NYSE:WDC)

Awesome company. Continuing pipeline of development.

solid performer with a bright future.

breakout and won't stop until end of year.

Great Company and in everything.

The commodity fighting with Seagate and Hitachi is ending. 8x cash flow and strong balance sheet .

Great value product market is improving for hard drives.

As internet speeds increase daily, Western Digital is poised to gain significant business. In the future, people will download movies and video like they download music today. All of this data will be stored on WDC drives as they are an industry leader for external hard drives.
Grossly undervalued as of July '07 (P/E at 10; PEG ratio less than 1).

Strong ROE and operating margins make the 10x P/E valuation attractive.

The company's acquisition of Komag is a smart move. Even before acquisition, it accounts for 1/3 of Komag's revenue, so there is much synergy. The company's stated intention of this acquisition: access to technology and cost reduction, both make sense.

Komag's stock just came off its low. Even the $32.25 proposed purchase price is lower than the price the stock began with for the year. Komag itself is a solid company. It is always good to acquire a good business. And it is even better when you don't have to overpay.

Last but not the least, the supply/demand balance in disk drive industry did not look good (in fact, Komag's sales for the quarter went down dramatically). With this acquisition, excess capacity would be cut, thus stabilizing price. Meanwhile, Western Digital could increase its market share when its competitors Seagate and Hitachi deal with the supply headache.

I think its undervalued and much feared. While I do think that flash is the way to go in terms of hard disks, its still quite a while away before becoming a commodity like the current HDs. In this regard, WDC has a good product line in both external and internal hard disks. NAS devices are becoming commonplace and affordable to the home computer enthusiast too!

Western Digital is the leader in hard drives. Not only that, but they are trading near the low end of their historical P/E levels. I would predict levels of up to $50/share in the long run, but it should do well in the short run as well.

Very cheap.

Western Digital has a history of execution in a very difficult but growing field of hard disk drive development and manufacturing. Management is patient and doesn't deliver a new product until it is ready. I could say a lot more like that they started out as a controller card company and smoothly moved to the motors and physics of the hard drive when the controller business vaporized. The P/E is around 9 in a growing business. The commodity business is brutal, but they have beat for every quarter for a long time. They are the low cost manufacturer and the #2 in the business. One reason that the price is beaten down is the fear of FLASH solid state memory coming on strong. Those who think FLASH will hurt the disk drive business in the forseeable future are not familiar with the huge challenges in store for FLASH to get it's prices down.

Storage will get hotter in next 3 years

Valuation play.

A strong company in an market that's still expanding and exploiting new niches. Needs to be aware of disruptive technologies as hybrid and fully solid state drives are likely to start making an impact from 2007 onwards. A Magic selection, see how well the little book does

WDC is undervalued relative to peers. Stock price and volume should increase to reflect confidence in continued earnings growth and solid fundamentals.

Looks prime for a reversal. MACD, moving average, and Stockastics should line-up next week. Better choice than Dell when you look at the books and should have more legs.

Seems like a solid company that has steadily risen for a while, and just recently the prices have dropped... I believe its gonna jump up within a month and start to raise rapidly