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Dell and its 25% free cash flow yield


Swizzled

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On other hands, producers of hard-disk drive manufacturing equipment like XRTX, IVAC might benefit for next few quarters. XRTX will be involved in fixing stuff for WDC in Thailand but I suspect that companies will be adding capacity outside of Thailand first to add the capacity quickly. In my opinion, 35-40% of the capacity getting affected due to flooding is very huge.

 

XRTX said they were having trouble keeping up with the orders after this catastrophe and the stock is cheap even after the recent runup. One thing to consider though is that they have a storage business that might suffer from this bottlenecks.

 

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