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To: Robert F. Newton who wrote (16631)	8/23/1999 7:20:00 AM
From: Andrew Vance	Read Replies (1) of 17305

AV--This weekend they have been pooh poohing the rumors of the IBM takeover. If I had to guess, WDC might see the lighter side of $13 by year end, if the rumors persist. I just cannot figure out how anyone is going to make money in this sector, going forward. More PCs means more drives but at 10GB to 28GB, I would be buying boxes without disk drives and swapping my old drive into the new box. It has been so long since I walked away from the disk drive sector that I might not be the best person to guess at where WDC can climb to. I see nothing that interests me in this sector yet. AV

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