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Technology Stocks : Western Digital (WDC)

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Thomas Haegin who wrote (7905)	12/2/1997 7:12:00 PM
From: Kurthend	Read Replies (1) of 11057

As far as I know this is "new stuff." The news is definitely worse than what I know to have been put out previously by WDC. I guess the transition to MR is a lot worse than expected. I read previously that WDC was still expecting the number of units sold to increase this qtr over last qtr (Sorry, I can't recall the figures). My uneducated guess is that they are getting rid of their TFI disks at a low price and also they are experiencing higher start-up costs than expected with their transition to MR. Hope you are having a good time in Switzerland skiing. Take care. Kurt

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