-- Given the fact that HDDs will be in short supply through at least the first half of 2012, does McWilliams think it's best to simply avoid mass storage suppliers like EMC? What strategies does McWilliams think EMC will leverage to minimize the impact of the shortage? Does McWilliams think companies like NetApp will be able to leverage similar strategies or will the shortage likely impact them more severely?-- McWilliams suggested selling NetApp early this year when its price was nearing $60. With the stock now trading in the mid-$30s, is it time to jump back in?
NI Technology Updates Outlooks For Marvell Technology Group, EMC, NetApp, Intel, And Advanced Micro Devices
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