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Technology Stocks : Western Digital (WDC)

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: Sam Citron who wrote (10997)	5/25/2005 7:23:21 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 11057

Sam and rlev, The puzzle in the Samsung news release is that there just is no demand for low capacity storage in notebook computers. Notebooks now are selling with 20 GB and up. And the main demand is for 60+. Because notebooks are replacing desktop computers in homes and businesses. I think this product would be very appropriate in automotive applications, and many others. But generally it will be products where disk drives are not the ideal storage media because of environmental or usage factors. It is not a competitor to disk drives in the main line of usage, such as home and business computers, or PVR's. Sarmad

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