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President

Thomas Coughlin

Coughlin Associates

Equity Bottom-Up

Seagate Technology Holdings PL / Equity Bottom-Up

<p>After the pandemic ends, work will not be the same.  Although face to face interactions are important, many people will continue to do some work at home.  Likewise, many people will use telecommunication tools rather than travel for more remote interactions than in the past.  This will drive demand for data center processin, network and storage resources to support these trends and thus drive demand for high capacity HDDs, high performance SSDs and low-cost tape storage solutions.</p>

After the pandemic ends, work will not be the same.  Although face to face interactions are important, many people will continue to do some work at home.  Likewise, many people will use telecommunication tools rather than travel for more remote interactions than in the past.  This will drive demand for data center processin, network and storage resources to support these trends and thus drive demand for high capacity HDDs, high performance SSDs and low-cost tape storage solutions.

2021 High Conviction, The Pandemic Will Drive HDD Nearline Capacity Shipment Growth