Jan. 24 at 6:59 PM
Still plenty of money to be made in
$MU $SNDK $WDC $STX
We should see continued double-digit revenue and EPS growth for all four for a few years
That said, they will still undergo cyclical changes over time
$STX and
$WDC are arguably less attractive, while HDDs are facing unbelievable demand today, SSDs are eating market share - NAND's weaknesses vis-a-vis DRAM for some tasks are being solved bit by bit which will leave
$SNDK very attractive
If only SK Hynix and Samsung traded on the US market!
