Is Western Digital an Ideal Acquisition Target?

• October 30, 2012
• Finding Alpha

On the value of Users, Hard Drives and Batteries

• June 11, 2012
• Finding Alpha

Hard Drives, Floods, Monasteries and Investment Returns

• December 2, 2011
• Finding Alpha

“640K ought to be enough for anybody…” WDC vs. STX

• September 17, 2010
• Finding Alpha

Another look at the Low Cost Building Blocks of Storage

• October 22, 2012
• Finding Alpha

Did Seagate just tip Western Digital's hand?

• April 19, 2012
• Finding Alpha

Update: “640K ought to be enough for anybody…” WDC vs. STX

• August 10, 2011
• Finding Alpha