Gartner Research

Gartner Invest: 4Q12 HDD Results Focus on Making Money, Not Just HDDs

Published: 11 March 2013

ID: G00248521

Analyst(s): Andrew Neff , John Monroe


HDD dynamics are consistent with our thesis of controlled production and more stable pricing, reflecting efforts by vendors in the consolidated industry to build to demand. While weakening PC demand is a concern, fears of SSD incursion in core markets are overplayed. Company impact: STX, WDC.

Table Of Contents


  • STX 2Q12 Provides Cautious Guidance
  • WDC 2Q12 Exceeded Expectations

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