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Technology Stocks : Western Digital (WDC)
WDC 176.37-5.8%Dec 12 3:59 PM EST
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To: Robert G. Harrell who wrote (7486)11/12/1997 12:04:00 PM
From: Mark T. Heath   of 11057
 
Robert, another thing you may wish to consider is that Haggerty and WDC management tends to paint a much bleaker picture than is actually the case. We just saw this last quarter when Seagate dumped excess inventory in the lower end disk drive market. Management provided the markets with lower estimates which they ended up beating. Perhaps this is the case again with the new revisions thanks to the Fujitsu dumping of drives at or near cost. The wild card may be the potential writeoff by WDC of the older technology stuff still around.
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