Seagate下周的财报应会讲述与Western Digital非常相似的故事,且订单已在手;Seagate目前表现更好,其交付exabytes的速度更快,并提高了exabyte出货量。
逐段跳播
是的,当然。我们下周会从希捷看到这一点。我认为我们会看到非常相似的情况。
Yes, of course. So, we'll see this with Seagate next week. I think we will see a very similar story .
考虑到你提到下周的希捷,以及两家公司之间的比较,你说希捷正在努力缩小出货量上的差距。那我们就谈谈希捷。你预计他们可能告诉我们的情况会类似吗?
When we consider your mention of Seagate next week, and the comparison made between the two companies, you said that Seagate is working to close the gap in shipments. So, let's talk about Seagate.
I mean, do you expect something similar in terms of what they might tell us?
当然。订单已经到位。如你所知,我们看到这两家是主要的资源。
certainly. The order is in . We see, as you know, that these are the two main resources.
我认为希捷目前做得更好的一点是以更快的速度交付EB容量。他们正在增加EB数量。
The thing I think Seagate is doing better right now is delivering exabytes at a faster pace. They are increasing the number of exabytes.
观察点
这个频道对 $STX 的历次判断
Schwab Network 在这只股票上共 2 条判断,这里只列相邻的几条。