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Technology Stocks : Western Digital (WDC)
WDC 157.75+0.4%Nov 14 9:30 AM EST

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To: Sam Citron who wrote (10772)9/4/2003 10:51:44 PM
From: Sarmad Y. Hermiz  Read Replies (1) of 11057
 
>> Any lawyer or WDC long could tear apart the list point by point if he chose to do so.

One doesn't need to be a lawyer. 2nd grade arithmetic will do. In the June period, Maxtor sold 12.2m drives, and earned $27m (from operations). WD sold 10.5m drives and earned $49m (from operations).

So where are those claimed higher margins for Maxtor scsi drives ?

Maxtor has no avenue to improve its results aside from increased volumes and improving yields. WD has those avenues also, and now a chance to remove $100m of cost per year.
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