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Technology Stocks : Western Digital (WDC)
WDC 152.88-5.9%3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (10710)8/26/2003 11:40:42 AM
From: Sam Citron  Read Replies (3) of 11057
 
What most troubles me is now that WDC is in the head business it has to fight the areal density war, and it is an expensive one. Can commodity margins generate enough profits to pay for this research? IBM must not have thought so. What I need to figure out, when I have the time, is the place of HDDs in a NAS SAN iSCSI world. Maybe someone here can help?
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