Western Digital (WDC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Western Digital (WDC)

WDC 174.18

+6.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam Citron who wrote (10808)	10/15/2003 6:20:28 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 11057

Sam, I'll respond here to your post on Wennestrom Thread. >> This doesn't sound like a rumor to me. H&A is citing multiple "industry sources". Yet you dismiss it out of hand as a fabrication by shorts. Is there any particular reason why you believe it's a fake? Well, of course it is a rumor. If he had any knowledge he would say: "Yields have fallen from 85% to 70% in the past month". What yields is he talking about ? There are at least 6 stages where yields are measured. With a time frame of approx 10 weeks for a complete run-through from wafer start to shipping a drive. If this guy had any knowledge, he would say what stage. Does poor yield in 80 GB heads mean they are stacked into a 200 GB drive instead of a 250 GB drive ? Selling at $270 retail instead of $300. Is that what he means or does he mean the whole drive is scrapped ? This guy is the same bozo who down-graded wdc immediately after their July CC because of "uncertainty". Was this uncertainty burning at him so much that when the stock price recovered, he had to shake loose some more shares to help shorts cover ? Anyway, I'm glad more weak hands are out of the way. We had acquired too many weak holders in the recent run-up, and so good riddance.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next