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Thomas Coughlin

Coughlin Associates

Equity Bottom-Up

<p style="text-align: start;"><a href="https://www.smartkarma.com/entities/western-digital-corp" target="_blank" data-smartkarma-citation="entities:1094:1" rel="noopener">Western Digital (WDC US)</a>  18 TB HDDs appear to be shipping before Seagate's.  This could reverse Seagate's current nearline advantage and combined with the company's joint NAND flash fab and SSD business provide long term upside for the next round of data center capital investment.</p>

Western Digital (WDC US)  18 TB HDDs appear to be shipping before Seagate's.  This could reverse Seagate's current nearline advantage and combined with the company's joint NAND flash fab and SSD business provide long term upside for the next round of data center capital investment.

WDC Delivering Higher Capacity Nearline HDDs, Positive Trend