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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 242.49+8.8%1:53 PM EST
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To: Sam who wrote (7825)1/19/2000 6:22:00 PM
From: Sarmad Y. Hermiz  Read Replies (1) of 9256
 
>> It remains to be seen, though, if HDD's build plan allowed them the flexibility to capitalize on WDC's desktop woes,
<<

Hi,

I am interpreting your post as (among other things) being negative on WDC. My view is more open, and of course I have no inside knowledge. But I offer a couple of items:

1- Prices of WD drives are steady, and there is nothing "On sale" in the retail shops. So apparently they sell all they make to OEM's. What we don't know is whether their volume will be high or not due to production problems.

2- It is today Jan 19. And so far we've not seen the SEC filing for another off-shore equity sale from WDC. They've been having those monthly like clockwork since their September recall. If they go the whole month without selling another 2 million shares at $3.60/share it will mean to me they are not worried about bankruptcy. And that can only happen if they are having strong and profitable revenue, which will mean good demand and tight supply.

I really do think that WDC is a gamble here. I increased my position last week when it dipped on Thursday. So far I've been rewarded. And with the up-volume being fairly high, other people share the optimistic opinion. What I don't know is whether they are all flying blind like me. I sure hope there is some "smart money" in there.

Best of luck to you. We should have part of the puzzle tomorrow evening.

-Sarmad
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