I am overweight in DDR but mainly due to it holding its value better than most of the other stocks I hold. To clarify my previous post in context with your reply I would agree with what you are saying and just add that the growth areas of data storage, cloud tech and communications etc will just become a larger percentage of the total sales I would not be expecting a reduction in the hardware sales at any stage - in fact a surge this year to June 30 and possibly even first quarter of next tax year - after that a reduction in hardware growth as it resumes something more akin to normal sales levels but not a negative figure. Good to hear that his new facility is taking shape rapidly. All IMO
DDR Price at posting:
$6.50 Sentiment: Buy Disclosure: Held
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