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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: Dale J. who wrote (7273)11/8/1997 5:45:00 PM
From: Sheba  Read Replies (1) of 11057
 
The following was posted to the QNTM thread. It is not clear how he obtained the information, presumably he called IR but this is ambiguous.
To: Gottfried Mauersberger (4578 )
From: Z Analyzer
Friday, Nov 7 1997 9:51PM
EST
Reply #4582 of 4607

Good News!! Amazingly, Quantum's IR today stated that the
company remains very comfortable with the guidance they
provided at the last conference call and that the situation is not as
bad as portrayed by WDC except under 2 GB where pricing is
brutal but QNTM does not participate. They still see healthy
demand and are looking at the high end of the normal 5 to 8%
range versus the double-digit declines WDC sees.
Let's not forget that WDC is much more impacted by the low end
and also is discontinuing their new recent 1.7 GB program in
addition to experiencing "below historic yields" even on their
established mainstay 1.3 GB/platter program. It's pretty damn
unusual to see yields on an established product decline. In short, it
looks as if the delayed transition to WDC finally caught up with
them. There are plenty of company specific problems here and
WDC would like to lay the blame on industry conditions.
To play devils advocate, let me ask you why anyone would pay
$23 for WDC's disk drive business when you can buy Quantum
for $20 less than DLT tape alone is worth and get their entire
industry leading disk drive business for free along with it? -Z
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