Barron's Online announces positive news in the hard drive industry yesterday (WesternDigitalCorp)
--solid demand even in the Seasonally soft 1st quarter
--good mix and pricing strategies drive margins higher
--supply more closely aligned with demand
--discipline in capacity expansion
I am glad I bought WDC - it actually feels good to be investing in a product I like, marketing and customer service I respect! Computer safety is in my mind still a growing market (especially when I read about these geeks having 3 or 4 back up hard drives - external hard drives for photos and for movie collections). They a becoming the new zip drive.... I am still up $100 on their stock.
Google is up 1.3% this morning. Whoopee! Perini came out with their earning report - my god they are taking in $987,356,ooo in revenue, with 22,653,000 in profits. nice big fat numbers.
I am only down 30cents a share on them - It seems that there health is not the usual among the large construction companies. Perini secured 1 billion i new contracts in the 4th quarter adn another 520 mill since then - I sure would like to see these people at work writing proposals , wooing clients and closing deals!
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