Western Digital (WDC) Message Board

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Technology Stocks : Western Digital (WDC)

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: PeterR1700 who wrote (7872)	11/26/1997 8:37:00 PM
From: Shi	Read Replies (4) of 11057

WDC looks cheap to me, so I did my homework on Quantum vs. WDC. It seems that while the revenue of WDC was staggering for the last three quarters relative to Quantum, its R&D spending was growing at twice the pace. Does it have to do with the technological transition WDC was supposedly ungoing? Does anybody also know when will the GMR technology go into the product line? My final question is how does the percentage of institutional holding of WDC compared to Qntm? The change of this percentage is an extremely important indicator of the sentiment of the "big boys" on the street. shi

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