Western Digital (WDC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Western Digital (WDC)

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: stkinvestor who wrote (7910)	12/2/1997 11:03:00 AM
From: Pierre-X	Read Replies (1) of 11057

Re: QNTM cheerleading You said: Sell WDC buy QNTM, make up for the lossses in WDC. WDC says they will be 75% MR by summer, not good enough. QNTM has been 100% MR based for almost a year now. GO QNTM.... A quick computation shows that QNTM's net margins in the DD programs were 4% in the Sep quarter vs WDC's 5.8%. Doesn't seem like 100% MR has helped them much. That was in a quarter where WDC was under pressure from SEG. Historically WDC DD margins have been even higher relative to QNTM. When I look at QNTM I see a very succesful TAPE DRIVE company, with this huge DD baggage attached. If I was interested in a TAPE DRIVE company I would look at QNTM. But, I could be wrong! PX

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next