| TOP PICK | 27.660 | Peter Hofstra | A hard drive story. A lot of digital cameras, etc. now have hard drives. They are also the leader in laptops. A massive amount of data is being produced. Video is in the early stages of truly being digitized. They will be a key beneficiary. Hard drive industry has consolidated so pricing is much more rational. Likes the long-term trend. | 2007-12-03 | |
| TOP PICK | 21.240 | Peter Hofstra | Hard disc drives for computers. Particularly strong in portable hard drives. There is tremendous growth in gigabytes of storage. In the past, there has been too much competition but has now consolidated into 3 players who are all making money. Under appreciated and has tremendous upside. | 2007-07-09 | |
| TOP PICK | 17.480 | Peter Hofstra | The storage market is a great opportunity and the industry has consolidated. Good value. | 2007-03-22 | |
| DON'T BUY | 11.450 | Brad Willock | IT spending and storage is picking up. Has had a huge run. This stock would not pass their criteria. | 2003-09-03 | |
| PAST TOP PICK | 11.650 | Brian Acker, CA | (Was a top pick on May 9/03. Up 20.5%.) Still likes. Will be volatile. Should go higher. | 2003-06-09 | |
| TOP PICK | 9.840 | Brian Acker, CA | Great balance sheet. Has earnings. | 2003-05-06 | |
Experts that have talked about Western Digital
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