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Technology Stocks : Western Digital (WDC)

WDC 269.39

-7.2%

3:59 PM EST

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To: Gregory Cole Brock who wrote (7216)	11/7/1997 12:11:00 PM
From: Z Analyzer	Read Replies (1) of 11057

<<However, the winner in a price war is the low cost producer and that's WDC. >> You better review your facts. Even before today, its pretty safe to say that Quantum/MKE have significantly lower costs and if SEG doesn't already, it will once its new programs ramp. Also WDC has two added problems. Yields are down which means their production costs are up and they are more concentrated in the sub 2.5 GB market where the price competition is most intense.

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