Susquehanna Financial Group’s Mehdi Hosseini, who has been critical of Seagate Technology’s (STX) approach to disk drive technology, today reiterates his criticism, writing that competitor Western Digital (WDC) is ahead in high-capacity technology for the so-called nearline needs of companies, especially cloud computing vendors.
Hosseini, who has a “Positive” rating on Western stock, and a Neutral on Seagate shares, writes that for both vendors, nearline is one of the “key focal points of March-quarter results and June-quarter guidance.”
Read more about it on this blog post.
