interessant betragtning at seagate ser tablets som en mulig booster for behovet for HDD fordi man kan se mange fine film, som så skal gemmes på en HDD og det er vel det samme med TV med indbygget mulighed for at gemem på HDD, min eksterne HDD er også snart overfyldt med film, hvordan kan man koble en ekstern harddisk mere på?, den skal vel bare ind i et UBS stik
seagate er billig uanset de fik tilbagegang i 11 1q, jeg har købt noget i aktien på omkring 13-14 var det vidst for lidt tid siden
Update: Seagate Falls After Deal; June Qtr Guidance Disappoints
Apr. 19 2011 - 10:47 am ' 1,659 views ' 0 recommendations ' 0 comments
By ERIC SAVITZ
Steve Luczo: It's a deal.
Update: Seagate (STX), which this morning announced a deal to acquire Samsung's hard-disk drive business, is now trading lower after the company issued disappointing guidance for the June quarter.
In an interview with Forbes this morning, Seagate CEO Steve Luczo said the company is expecting the total addressable market for the disk-drive sector in the June quarter to be flat to down slightly from the March period, which he says is typical for the period. He says Seagate is looking for revenue of $2.7 billion and profits of 19-23 cents a share; the Street has been projecting $2.6 billion and 28 cents.
Despite the disappointing profit guidance, Luczo says that demand so far has been "atypically strong" in the early part of the quarter. "If that continues, the June quarter could come up nicely," he writes.
On the impact of the recent quake and tsunami in Japan, Luczo says he's seeing some constraints affecting the supply chain n the drive sector - but that Seagate itself has not been directly affected so far. He sees some lingering impacts from the issues in Japan lasting 6-9 months. The Seagate chief says that the components that have been affected by events in Japan are not ones that Seagate had sole-sourced or even sourced at all from the country. He contends the company is "relatively better positioned" than others on the supply chain issue. He adds that it remains to be seen how the issues in Japan affect demand.
On the terms of the Samsung deal, Luczo was careful to say that the $1.38 billion the company is paying is not just for the acquisition of the company's drive business, but also reflects the value of the companies' expanded cross-licensing deal, a deal for Samsung to supply NAND to Seagate, and another for Seagate to provide drives back to Samsung. "There is a lot of value to those other agreements as well," he notes, apparently to fend off concerns that the company might be over-paying for the Samsung drive unit.
This deal, combined with the pending Western Digital (WDC) acquisition of Hitachi's drive business, will reduce the number of players in the industry to three - Toshiba is the other remaining supplier. But Luczo does not anticipate any regulatory objections to the deal. Says Luczo: "It is still a very competitive market place."
One driver for Seagate in the transaction is its move into NAND-Flash based products: the company is nearing the launch of a second-generation enterprise solid-state drive offering, and Luczo says a third-generation product under development jointly with Samsung should arrive in 2012. He also notes that the company is now in qualification with a number of PC makers on hybrid drives, which includes both the quick booting characteristics of solid-state drives, and the capacity advantages of hard drives.
As for the impact of the tablet market on the drive business, Luczo contends that so far tablets seem to have indirectly boosted demand for hard-drives. "Petabyte growth in storage has accelerated in the last 6-9 months," he says. "At the end of the day, tablets are beautiful viewing devices for content that has to be stored somewhere...people focus on the implication of tablets on drives, but they are really replacing paper. People still store data on disk drives someplace."
seagate er billig uanset de fik tilbagegang i 11 1q, jeg har købt noget i aktien på omkring 13-14 var det vidst for lidt tid siden
Update: Seagate Falls After Deal; June Qtr Guidance Disappoints
Apr. 19 2011 - 10:47 am ' 1,659 views ' 0 recommendations ' 0 comments
By ERIC SAVITZ
Steve Luczo: It's a deal.
Update: Seagate (STX), which this morning announced a deal to acquire Samsung's hard-disk drive business, is now trading lower after the company issued disappointing guidance for the June quarter.
In an interview with Forbes this morning, Seagate CEO Steve Luczo said the company is expecting the total addressable market for the disk-drive sector in the June quarter to be flat to down slightly from the March period, which he says is typical for the period. He says Seagate is looking for revenue of $2.7 billion and profits of 19-23 cents a share; the Street has been projecting $2.6 billion and 28 cents.
Despite the disappointing profit guidance, Luczo says that demand so far has been "atypically strong" in the early part of the quarter. "If that continues, the June quarter could come up nicely," he writes.
On the impact of the recent quake and tsunami in Japan, Luczo says he's seeing some constraints affecting the supply chain n the drive sector - but that Seagate itself has not been directly affected so far. He sees some lingering impacts from the issues in Japan lasting 6-9 months. The Seagate chief says that the components that have been affected by events in Japan are not ones that Seagate had sole-sourced or even sourced at all from the country. He contends the company is "relatively better positioned" than others on the supply chain issue. He adds that it remains to be seen how the issues in Japan affect demand.
On the terms of the Samsung deal, Luczo was careful to say that the $1.38 billion the company is paying is not just for the acquisition of the company's drive business, but also reflects the value of the companies' expanded cross-licensing deal, a deal for Samsung to supply NAND to Seagate, and another for Seagate to provide drives back to Samsung. "There is a lot of value to those other agreements as well," he notes, apparently to fend off concerns that the company might be over-paying for the Samsung drive unit.
This deal, combined with the pending Western Digital (WDC) acquisition of Hitachi's drive business, will reduce the number of players in the industry to three - Toshiba is the other remaining supplier. But Luczo does not anticipate any regulatory objections to the deal. Says Luczo: "It is still a very competitive market place."
One driver for Seagate in the transaction is its move into NAND-Flash based products: the company is nearing the launch of a second-generation enterprise solid-state drive offering, and Luczo says a third-generation product under development jointly with Samsung should arrive in 2012. He also notes that the company is now in qualification with a number of PC makers on hybrid drives, which includes both the quick booting characteristics of solid-state drives, and the capacity advantages of hard drives.
As for the impact of the tablet market on the drive business, Luczo contends that so far tablets seem to have indirectly boosted demand for hard-drives. "Petabyte growth in storage has accelerated in the last 6-9 months," he says. "At the end of the day, tablets are beautiful viewing devices for content that has to be stored somewhere...people focus on the implication of tablets on drives, but they are really replacing paper. People still store data on disk drives someplace."
Interessant.
Ud fra en teknisk betragtning bør man dog nok i højere grad anvende SSDer i tablets, da disse er mere strømbesparende, kan fylde mindre og ikke er følsomme over for stød. Her har Seagate dog endnu ikke været så langt fremme, men er dog så småt begyndt at komme med drev. Samsung er derimod storproducenter af flash-chips.
SSD producenterne har hidtil primært været RAM producenterne, da SSDer jo er flash baserede.
Du kan koble en ekstra ekstern på en ledig USB...
Ud fra en teknisk betragtning bør man dog nok i højere grad anvende SSDer i tablets, da disse er mere strømbesparende, kan fylde mindre og ikke er følsomme over for stød. Her har Seagate dog endnu ikke været så langt fremme, men er dog så småt begyndt at komme med drev. Samsung er derimod storproducenter af flash-chips.
SSD producenterne har hidtil primært været RAM producenterne, da SSDer jo er flash baserede.
Du kan koble en ekstra ekstern på en ledig USB...
20/4 2011 12:28 TeamGarlic 0
41512 Alternativt bruger du en NAS til at streame dine film ind til dit TV.
Eller du kan købe en dims i Aldi til omkring 400 kr., som kan kobles på TV'et og som kan indeholde en HDD og til den kan du koble flere HDD'er.
Eller du kan købe en dims i Aldi til omkring 400 kr., som kan kobles på TV'et og som kan indeholde en HDD og til den kan du koble flere HDD'er.
Prøv lige at hør jer selv 
:
"...anvende SSDer i tablets...SSD producenterne har hidtil primært været RAM producenterne, da SSDer jo er flash baserede...Alternativt bruger du en NAS til at streame dine film ind til dit TV..."
Selvom jeg ikke er gammel føler jeg mig nu ultragammel. Tak for det drenge!
:"...anvende SSDer i tablets...SSD producenterne har hidtil primært været RAM producenterne, da SSDer jo er flash baserede...Alternativt bruger du en NAS til at streame dine film ind til dit TV..."
Selvom jeg ikke er gammel føler jeg mig nu ultragammel. Tak for det drenge!
20/4 2011 13:21 TeamGarlic 141515 Muahaha...PIBAG !
Hehe...så fik vi dig, René... du er så klog på aktier og alt det smarte og så kunne vi lige jorde dig lidt...payback time, old boy
Du kan tage det - det gas'
Hehe...så fik vi dig, René... du er så klog på aktier og alt det smarte og så kunne vi lige jorde dig lidt...payback time, old boy
Du kan tage det - det gas'
