Here is our latest conversation. New insights and some old ones as well. What is the deal with the Greek stall? Is China fudging their electric usage and economic reports?
A few stocks discussed along with a slew to look at further.
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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.
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Podcast: Play in new window | Download (Duration: 1:05:39 — 45.1MB) | Embed
Was Horowitz playing some smooth jazz in the background? (sounded good imo, should turn it up a little
)
Andrew, if you are worried about or are looking to short the spinning disk makers, then what you should REALLY be worried about is this:
Seagate has cut all warranties to 1 year. WD has cut to 2 years.
Both have still not returned their pricing to the pre-flood prices.
SSDs in the 250/256 GB class are now down to $200-$250 depending on brand.
Most people never need more than 256GB in their system. In particular, business desktops.
Seagate and WD may have a small presence in the SSD market but it is just that. SMALL. For instance, when Samsung sold their drive business, they did NOT sell the SSD division. Matter of fact, a quick journey to Newegg and you find that there are NO Seagate or WD SSDs even listed there.
And as for how Apple gets SSDs into their systems for the price as you were gobsmacked, not sure why you are. LOWEST price on a 256 GB aftermarket is less than $199. Less than $100 for a 128 GB. The only thing to really be surprised at is why more mfgrs are not just skipping the massive spinning disks in laptops and going with a SSD instead. The final price diff would not be that big in most cases.
In May it would have been what? 10C? That’s toasty! I thought being a member at the Serpentine would have made you immune to the cold!