The only company that didn't confirm the PPI result was SanDisk, which operates in a different segment of the storage market. SanDisk's average price per megabyte sold declined 65% on a year-over-year basis and 26% sequentially.
Other than SanDisk, however, the ideas generated from the PPI report seem very fruitful. Depending on whether you like small-caps, large-caps, value, momentum or low-price strategies, there is likely a storage name for you.
Please note that due to factors including low market capitalization and/or insufficient public float, we consider Iomega to be a small-cap stock. You should be aware that such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information, and that postings such as this one can have an effect on their stock prices.
Hardware & PCs Dell, Look Abroad for Growth 6/5/2007 3:00 PM EDT The company has many things to fix, and its international business is a big one.
Hardware & PCs Dell Becomes Just a Trade 8/21/2006 12:04 PM EDT The writing is on the wall after its latest quarter: This is no longer an exciting growth company.
Hardware & PCs Microsoft Lacks Apple's Polish 6/27/2006 12:16 PM EDT A streamlined marketing message and strategy give Apple a shine the software giant lacks.
At the time of publication, Trent had no positions in the stocks mentioned, although positions may change at any time.William A. Trent, CFA, is a freelance equity analyst based in the New York metro area. He has been an equity analyst since 1996 and is co-author of Understanding and Evaluating Prospectuses, Offering Documents, and Proxy Statements. Under no circumstances does the information in this column represent a recommendation to buy or sell stocks. Trent appreciates your feedback; click here to send him an email.
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