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Technology Stocks : Western Digital (WDC)

WDC 168.85

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To: Pierre-X who wrote (7630)	11/15/1997 2:03:00 PM
From: John Wang	Read Replies (1) of 11057

Pierre-X: "Samsung to be a major HDD player by 2000": infoseek.com Z (or someone else) in the HDD thread said to have called QNTM and SEG. Neither company took Samsung's claim seriously. Both companies were more serious about Fujitsu's move. I also heard from someone attending WDC's annual share holder meeting (I could not break away.)that Chuck of WDC responded similarly. American HDD and box nmakers are very competitive now, not only in pricing but also service, quality, etc. You got to be play all things right to gain market share. Toshiba recently was toppled off by CPQ as the number 1 laptop box maker in the world clearly demonstrates American's competitive edge. Of course, I hope that all US HDD makers take note of Samsung's claim. Maybe, this Fujitsu's price aggression is not that bad for the long term. John

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