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Wednesday, 12/16/2009 12:11:15 PM

Wednesday, December 16, 2009 12:11:15 PM

Post# of 366
I like the story here....

he rise of SSDs is bad news for hard drive giants Seagate Technology (Nasdaq: STX) and Western Digital, but clearly good news for Intel and Sandisk (Nasdaq: SNDK), who should benefit both from their own SSD sales, and from healthier flash memory pricing. Enterprise SSD maker STEC (Nasdaq: STEC) is another name to keep an eye on. STEC's shares recently took a hit due to inventory issues with EMC, but the company remains a market leader, and its valuation is suddenly reasonable.

As flash memory costs keep dropping at a much faster clip than hard drive costs, it's safe to assume that SSDs are going to find themselves in a lot more PCs, servers, and storage systems. The transition might take time, but SSD makers can expect steady growth, and it's not crazy to think that in less than a decade, we'll be looking at hard drives the way that we now look at tube TVs