Rosenblatt first to defend Seagate, arguing Toshiba's Philippines expansion won't land until ~2030
zephyr_z9 · x · 2026-10-02
Rosenblatt became the first firm to defend Seagate ($STX), arguing Toshiba's planned Philippine capacity expansion is more likely to materialize closer to 2030, preserving Seagate's position. The poster calls the note one of the weakest excuses against a new competitor.
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