Ive wondered about that scenario of cloud computing effecting computer product demand.
If you look at what has happened in the recent past (because the cloud has been around for a good few years now) volumes of product have only increased. It doesn't seem to replace anything the customer has except a small amount of drive storage.
I can see why some are selling, i was close to pulling the trigger myself, but i think i'll hang on for another 6 months. I don't think a year is very long for bedding in a half billion dollar company.
DDR Price at posting:
$1.50 Sentiment: Hold Disclosure: Held
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