Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Jim Handy of Objective Analysis has over 35 years in the electronics industry including 20 years as a leading semiconductor and SSD industry analyst. Early in his career he held marketing and design positions at leading semiconductor suppliers including Intel, National Semiconductor, and Infineon. A frequent presenter at trade shows, Mr. Handy is known for his technical depth, accurate forecasts, widespread industry presence and volume of publication. He has written hundreds of market reports, articles for trade journals, and white papers, and is frequently interviewed and quoted in the electronics trade press and other media.  He posts blogs at www.TheMemoryGuy.com, and www.TheSSDguy.com.

Semiconductors, Memory and SSDs Specialist

Seagate CEO Bullish on HDDs – Consider the Source, but Still Interesting

Toshiba (6502): Westinghouse, Toshiba Memory, the HDD Business / Toshiba Memory Spinoff

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Equity Bottom-Up

Seagate Technology Holdings PL / Equity Bottom-Up

<p>For the past 17 years the HDD market has suffered erosion from SSDs.  Through consolidation only two important HDD makers survive: Seagate and WDC.  WDC embraced SSDs, while Seagate has ignored them.  The results of these two strategies, and the ultimate end game, is quite clear.</p>

For the past 17 years the HDD market has suffered erosion from SSDs.  Through consolidation only two important HDD makers survive: Seagate and WDC.  WDC embraced SSDs, while Seagate has ignored them.  The results of these two strategies, and the ultimate end game, is quite clear.

Seagate Technology Holdings PL

Does Seagate Even HAVE a Direction?