And then there were three

I see reports today that Samsung is looking to sell its hard drive business. Samsung is one of four companies left that manufacture computer hard drives, the others being Seagate, Western Digital, and Toshiba.

Hard drives aren’t a growth market any more, so the most likely suitors are one of the remaining three. Since Western Digital just bought Hitachi’s drive business, it probably won’t be them. They may not have the cashflow, and they probably don’t want the regulatory scrutiny that would go along with two acquisitions in rapid succession that make them suddenly nearly twice the size of Seagate. It’s more likely to be Seagate or Toshiba. I’d expect Seagate.
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