The Arora Report

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March 7, 2011

REAL WINNERS FROM WESTERN DIGITAL (WDC) ACQUISITION ARE MARVELL TECHNOLOGY (MRVL) AND SEAGATE (STX)

Western Digital (WDC), the largest player in  the disk drive business, announced acquisition of the number three player Hitachi GST (HIT). The real winners are not Western Digital or Hitachi, but two other companies.

Seagate Technology

Seagate Technology (STX) is the second largest  hard disk manufacturer with about 30% market share. Western Digital and Hitachi combined will have about 48% market share.

Many of the large buyers of the hard drives, as a matter of policy, insist on a second source. The purpose of this policy is to maintain leverage against the vendors and not be severely impacted by supply chain disruptions at one vendor.… Please click here or the title below to read more.

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March 7, 2011

TWO CATALYSTS FOR NVIDIA (NVDA)

There are two catalysts  for Nvidia (NVDA) in today’s trade.

  • Today Nvidia is holding an analyst day. Expect plenty of hype. As we have written before, Nvidia is good at making great presentations and they have a good  product road map.If any new material information comes out of this event, we will keep you informed.
  • There is confirmation that Nvidia chip will be in Samsung’s Galaxy 2 tablet.

Our new readers may benefit  from reading our prior posts on Nvidia — simply  type in NVDA in the search box and you will have easy access to the prior posts.… Please click here or the title below to read more.

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March 7, 2011

AI is power hungry. Investors will make a fortune from nuclear power for AI.
Get the list of 12 nuclear power stocks to grab your share of the profits.

AI is power hungry. Investors will make a fortune from nuclear power for AI.

Get the list of 12 nuclear power stocks to grab your share of the profits.

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In Nuclear Energy

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