Cleveland Research said Western Digital's Q3 TAM is tracking to $120M, ahead of guidance for $115M, with growth led by seasonal improvement in gaming and enterprise. The firm sees near-term upside from some seasonal demand improvement but is is cautious long-term as SSDs gain on HDDs. Cleveland rates shares a Neutral.
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Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here