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Technology Stocks : Western Digital (WDC)

WDC 155.73

-2.7%

11:30 AM EST

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To: Sam Citron who wrote (10935)	6/24/2004 9:33:05 PM
From: Sarmad Y. Hermiz	Read Replies (3) of 11057

>> Will the e-mail space race benefit the DDs? Hear hotmail now offering free 250MB/user. Ah, let's see. that's 4 users per gig. On a 200 GB drive, that's 800 users per drive. At $160/unit, that's $0.20 subscriber. If every man, woman and child in the US got a space like that, that would be $60m to be shared by the 4 major drive companies. That's 400,000 drives total. At a gross margin of 16%, that's an extra $10m of profit. If WDC gets normal market share, that approx $2.5 m/year, or approx an extra penny of earnings per year. At a P/E of 10, that will raise the stock price by 10c. Then, I guess the answer is a resounding YES!!!! The e-mail space race WILL benefit the DDs. To the tune of a dime. Sarmad

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