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Technology Stocks : Western Digital (WDC)

WDC 264.40

-8.9%

11:27 AM EST

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To: Sheba who wrote (7214)	11/7/1997 11:47:00 AM
From: Gregory Cole Brock	Read Replies (2) of 11057

Sheba, I think its really a continuation of the Aug-Sept pricing. Sept must have really sucked in WDC's last qtr. Continuing that trend was probably bad enough. However, the winner in a price war is the low cost producer and that's WDC. The trick is to figure out how long the price war will last. Probably until the mkt grows beyond the recent $1000 PC trend and starts buying the higher end again. I like the next generation products WDC is putting out and its absolutely needed for the data crunch coming next few years. I am referring to video on demand, digital camera's, ect. Greg

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