Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.61

+2.2%

Nov 6 3:59 PM EST

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To: Z Analyzer who wrote (1404)	11/7/1997 9:21:00 AM
From: Sam	Read Replies (2) of 9256

Z, "Seems you have got to go with QNTM's DLT or get in with SEG once the war is in full frenzy and all the drive stocks are badly bloodied." Well it looks like you may have been more right than wrong: WDC just announced that their earnings will be 20-30 cents this quarter. Unit shipments steady, but pricing pressures severe. QNTM bulls/holders like myself should hope that the the pricing pressures are primarily in the <2 gig drives. I said that I was looking at calls for the first time in a long time a couple of weeks ago. Happily I didn't buy any. I am still looking at them, but selling some. Hunker down. biz.yahoo.com

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