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Actionable news in STX: Seagate Technology.,

Seagate Stresses Operating Efficiency but Micron Retains Growth Potential

Just today, Barclays got a little more optimistic on Seagate as they mentioned that the HDD (hard disk drive) manufacturing utilization should increase from 74% (2015) to 89% by 2017 (Estimate). This is important, as heightened manufacturing utilization implies higher margins for the HDD segment for Seagate Technologies.

As such, investors could get incrementally optimistic, furthermore I recall reading a Credit Suisse report yesterday whereby enterprise HDDs are set on a fairly steady growth trajectory over the next several...