$Western Digital(WDC)$ Just li

$Western Digital(WDC)$ Just like Disney replaces light bulbs before they burn out, data centers will do the same for the memory sector overall. This is positive for WDC, SNDK, SK HYNIX, MU, STX. My top two picks are WDC and SNDK, but what this really means is the message is finally clear: this sector is no longer a cyclical plumbing buy-it-once-and-done story. We can debate whether the lifespan is 5, 7, or 10 years, but the bottom line is every sale will be repeated every 5, 7, or 10 years. Good luck to the longs.

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