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Strategies & Market Trends : Value Investing

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To: judge who wrote (2857)	12/22/1997 10:11:00 PM
From: Stephen Mecca	of 78746

Re: WDC I've been following the dd makers for about 6 mos now. I'll save you some time looking at WDC, SEG & QNTM threads; price erosion has been nasty in the 1 - 4 GB arena and seems to be creeping up to the larger drives as well. Fujitsu, Samsung (?), & Maxtor have been accused of dumping their drives at less than cost and the big three have been forced to follow suit. WDC appears to be in the worst shape because they are the last to switch to MR head technology while QNTM has already succesfully done so. Everything I've read says flat earnings at best thru at least March. Anyone want to add to or correct anything I've said?

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