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Technology Stocks : Western Digital (WDC)

WDC 282.49

+8.5%

3:59 PM EST

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To: flickerful who wrote (7125)	11/3/1997 7:31:00 PM
From: Brian Lempel	Read Replies (3) of 11057

Hey Randy! Just wanted to comment on your Murphy stuff. <<when you get an announcement as we did the other day from Western Digital that their September quarter is going to be weak because the summer was weak, thats just setting you up for a good 4th quarter. There's going to be a good snap coming out of that conference. On the biotech side there is a whole ton of stuff coming.>> WDC summer was not weak. Volume-wise, they beat expectations for the 3rd quarter. However, it was weak in the sense that margins and profits got killed because Seagate dumped some low end drives. But I think that while his comments aren't wrong, he totally missed the point. WDC should have a good quarter anyway. The extent will be dependent on how fast supply evens out with demand and pricing becomes more steady. Brian

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