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Technology Stocks : Western Digital (WDC)
WDC 155.00-3.1%10:25 AM EST

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To: William T. Katz who wrote (7985)12/3/1997 6:40:00 PM
From: Pierre-X  Read Replies (1) of 11057
 
Re: QNTM

Good to see you again William.

Nice QNTM summary. I agree with you. My strategy is to wait for the quarterlies before action however. I don't mind giving up a few dollars to make sure all the skeletons out of the closet.

Is that closet empty yet? <g>

PX

P.S. Here's something to think about -- I would wager that DLT device and media demand varies with installed enterprise storage capacity. Rapidly falling MB costs in fixed disk should result in customers riding down the demand curve to concurrently greater amounts of installed MB . . . <g>
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