Best of the Week
Most Popular
1.Trump Delirium Triggers Stock Market Brexit Upwards Crash Towards Dow 20,000! - Nadeem_Walayat
2.The Future Price Of Gold Will Drop Below $1000 In 2017 -InvestingHaven
3.May Never Get Another Opportunity to Buy Gold at this Level Again - Chris_Vermeulen
4.Delirium - The Real Reason Why Donald Trump Won the US Presidential Election - Nadeem_Walayat
5.Why Nate Silver / Fivethirtyeight is one of the Most Reliable Election Forecasting Indicator? - Nadeem_Walayat
6.Gold Price Forecast: Nasty Naughty November Gold Price Trend - I_M_Vronsky
7.Gold Mining Stocks Screaming Buy! Q3’16 Fundamentals - Zeal_LLC
8.Delirium of Trump Mania Win's Mr BrExit US Presidential Election 2016 - Nadeem_Walayat
9.The War On Cash Goes Nuclear In India, Australia and Across The World - Jeff_Berwick
10.Hidden Signs for Gold and Silver - P_Radomski_CFA
Last 7 days
Euro-zone Crisis - The Soon To Erupt Euro Experiment - 9th Dec 16
Global Market Perspective 3 Killer Charts, 2 Fast Looks at Politics - 9th Dec 16
Trump Could Fuel A Nuclear Energy Boom In 2017 - 8th Dec 16
Our Future Economy, Jobs, Banking, And Governance – Part2 - 8th Dec 16
Developing Knowledge-Intensive Society and Knowledge Industrial Hub in Kerala - 8th Dec 16
Crude Oil and Gold, Silver Precious Metals Link - 8th Dec 16
Stock Market and the Great Middle Class Revolt Gets Bigger - 8th Dec 16
Protectionist Trump Policies To Crash Dollar, Gold and Bitcoin to Soar - 8th Dec 16
The Jaws of Life : The Most Hated Stocks Bull Market in History! - 8th Dec 16
Infrastructure A Budding Asset Class - 8th Dec 16
Trump Stocks Bull Market Furious Rally Towards Dow 20k as Bear Mantra Persists - 8th Dec 16
More Talk About More Economic Growth and More Globalization - 7th Dec 16
Cracks In US Treasury Bond Market, The Japanese Factor - 7th Dec 16
The Rise of Anti-Establishment Italy - 7th Dec 16
Trump Likely to Drive Another Bump in Stock Market Buybacks — Here’s How to Hedge - 7th Dec 16
World War II and the Origins of American Unease - 7th Dec 16
Online CFD Trading for Traders on a Budget - 7th Dec 16
Silver Bullion Price Buying Opportunity for 2017? - 7th Dec 16
The Imminent Multi-Trillion Dollar Surge In Social Security & Medicare Costs - 7th Dec 16
Gold Bullion Price Buying Opportunity for 2017? - 6th Dec 16
Shariah Gold Standard Approved for $2 Trillion Islamic Finance Market - 6th Dec 16
THE Gold Play for 2017 - 6th Dec 16
Trump Sets The Stage For A Huge Gold Rally In 2017 - 6th Dec 16
BrExit Tsunami Claims Emperor Renzi's Scalp, Counting Down to End of the EU, Next? - 6th Dec 16
Failed EU - Means an Expanded Dictatorship - 6th Dec 16
Crude Oil Prices: "Random"? Hardly - 5th Dec 16
The Coming Stock Market Crash and WWIII - 5th Dec 16
This Past Week in Gold Market - 5th Dec 16
Stock Market Short-Term Correction Underway - 5th Dec 16
If Trump Doesn’t Do This, We Will Have the Great Depression 2.0 - 5th Dec 16
India’s Demonetization Could Be the First Cash Domino to Fall - 5th Dec 16
Our Future Economy, Jobs, Banking, And Governance - 5th Dec 16
Gold and Silver Bullion Buying Opportunity for 2017? - 4th Dec 16
First UK BrExit then Trump, Next BrExit Tsunami Wave to Hit Italy HARD Sunday! - 3rd Dec 16
The 10YR Yield and SPX Stocks Bull Markets - 3rd Dec 16
Gold And Silver – Do Not Expect Much Difference With Trump Compared To Obama - 3rd Dec 16
Gold, Currencies and Markets Critical 61.8% Retracements - 2nd Dec 16
Gold Junior Stocks Q3’16 Fundamentals - 2nd Dec 16
Adventures in Castro’s Cuba - 2nd Dec 16
We Are Putting Off the Inevitable - 2nd Dec 16
Macroeconomic Cycles & Demographics - A Fuse, An Explosive and The Igniting Catalyst - 2nd Dec 16
How Moving Averages Can Identify a Trade - 1st Dec 16
Silver Prices and Interest Rates - 1st Dec 16
America, is it Finally time for us to say Goodbye? - 1st Dec 16
Blockchain Technology – What Is It and How Will It Change Your Life? - 1st Dec 16
Burn the Flags, Can Trump Salvage The Sinking US Economic Ship? - 1st Dec 16
Will US Housing Real Estate Market Tank in 2017? - 1st Dec 16

Free Instant Analysis

Free Instant Technical Analysis


Market Oracle FREE Newsletter

$10000 Gold

Helium Filled Hard Drives Could Turn Western Digital Into a Big Winner

Companies / Tech Stocks Jan 16, 2013 - 11:12 AM GMT

By: Money_Morning

Companies

Michael A. Robinson writes: With the commodities boom still in full swing you are probably aware the advantages of owning stocks related to gold, silver or other hard assets.

But when was the last time you heard someone extolling the investment virtues of helium?

And I'm not talking about helium as most folks think of it - in those giant (and comically overpriced) party balloons.


You see, a unit of disk-drive maker Western Digital Corp. (NasdaqGS: WDC) says it's discovered a way to help pump up the corporate computer networks around the world.

It'll debut later this year. And helium will be the active ingredient.

Helios ... the Greek God of High-Tech Profits
Named for the Greek god Helios, helium is created by the sun's nuclear power plant (by fusing hydrogen), and is vital for life on earth.

If you're finding it tough to make the mental jump from Greek gods and life-giving forces to life on the Nasdaq, that's understandable.

So just focus on another "life force". It is the force behind the one key challenge that businesses all around the world confront each and every day.

I'm referring to "Big Data."

A full 90% of the digital data that exists in the world today has been created in the last two years alone.
And with all the new videos, song files, photos, blog posts, business records and Websites that continue to be created, we're producing an additional 2.5 quintillion bytes of data each and every day.

Think about biotech research into gene therapies, social networks with billions of photos, and Web search indexing. Ditto for the millions of electronic transactions that major global retailers conduct per hour.

All those bytes have to sit somewhere.

And Western Digital says it's developed a new device that can really help - with a big assist from helium.

Helium-Filled Drives Are a Blockbuster Breakthrough
The Irvine, Calif.-based company's product is a new disk-drive architecture that's aimed at computer networks and data centers.

Filled with helium gas, the drives can deliver the faster speeds that become more critical each day - and can boost storage capacity by as much as 25% to 50%, Western Digital says.

The firm extolled those features as key to lowering overall ownership costs but declined to estimate how much clients will save by adopting this platform. Western Digital says it will debut the drives by the end of this year.

The helium hard-disk drives - which have already been christened as "Helium HDDs" in tech-sector shorthand - are a major milestone in the rapidly growing field of materials science. It's the first time computer engineers have put helium to this use (conventional hard drives are now filled with air).

And some experts are already predicting a blockbuster breakthrough.

Taking the whole market into account, the tech-oriented research firm IHS predicts sales of 100 million helium-filled hard drives by the end of 2016 - that's just three full years of sales.

Direct comparison of sales rates for new products in the business class computer market are hard to come by. But if the IHS forecast turns out to be correct, then the new helium-drive technology would be a blockbuster - on par with the iPhone.

Apple Inc. (Nasdaq: AAPL) released the trend-setting smart phone in June 2007. Since that time, it has remained in the vanguard of the mobile wave and continues to earn rave reviews.

According to a recent story in Popular Science, Apple has sold more than 228 million units of the pioneering smartphone worldwide in the five years since its launch.

Now then, Western Digital almost certainly won't have the whole helium-drive market to itself.

In fact, I would be surprised if archrival Seagate Technology PLC (NasdaqGS: STX) doesn't at least announce a competing design by the end of this year, or in early 2014 at the latest.

After all, the two firms remain in a disk-drive dogfight. With 48% of the hard-drive market, Seagate holds the top spot. But Western Digital is close on its heels, coming in at 45%.

IHS didn't estimate the value of the overall market; but the two firms have total combined sales of roughly $28 billion.

Technological challenges, patent protections and manufacturing costs (the drives are more-complex - and thus more costly - to produce) could augment Western Digital's head start and allow it to extend its lead, at least for a time.
Indeed, IHS believes the new technology could give Western Digital the lift it needs to take over as the industry leader: A Computerworld story that appeared just as we readied this report for you was topped by the headline: "Helium-Filled Hard Drives May Lift WD to the Top."

Right now, that's just conjecture. But here's what we can say: Western Digital's growth strategy is paying off.

That's because the helium array is the brainchild of Hitachi Global Storage Technologies, or HGST. Lured by Hitachi's high-tech portfolio, Western Digital bought the firm in March 2011 for $4.3 billion in cash and stock.

Fast-forward two years and we can see that helium-filled hard drives offer several advantages. Because helium is one-seventh the density of air, the gas lessens the drag on the spinning disk stack. That's also true of the arms that position the heads over data tracks.

The format also allows disks to be placed closer together. In this array, seven discs will now fit in the space that formerly held only five. And because helium conducts heat better than air, the new drives will run cooler and emit less noise.

Add it all up, and Western Digital seems to have a real winner on its hands...

As science fiction is transformed into science fact, the world advances at warp speed. And by uncovering the innovations that are fueling that transformation, we can discover and offer to you the cutting-edge opportunities to profit - here in the Era of Radical Change.

Source :http://moneymorning.com/2013/01/16/the-fiscal-cliff-deal-just-made-bonds-even-more-risky-in-2013/

Money Morning/The Money Map Report

©2013 Monument Street Publishing. All Rights Reserved. Protected by copyright laws of the United States and international treaties. Any reproduction, copying, or redistribution (electronic or otherwise, including on the world wide web), of content from this website, in whole or in part, is strictly prohibited without the express written permission of Monument Street Publishing. 105 West Monument Street, Baltimore MD 21201, Email: customerservice@moneymorning.com

Disclaimer: Nothing published by Money Morning should be considered personalized investment advice. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation. No communication by our employees to you should be deemed as personalized investent advice. We expressly forbid our writers from having a financial interest in any security recommended to our readers. All of our employees and agents must wait 24 hours after on-line publication, or after the mailing of printed-only publication prior to following an initial recommendation. Any investments recommended by Money Morning should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company.

Money Morning Archive

© 2005-2016 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


Post Comment

Only logged in users are allowed to post comments. Register/ Log in

Catching a Falling Financial Knife