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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: Frodo Baxter who wrote (8041)	12/5/1997 5:03:00 AM
From: Rational	Read Replies (1) of 11057

Lawrence: WDC's DD margin could be higher in the past due to their cheaper TFI heads. Given that WDC will use MR heads in future, this historical margin will erode drastically. WDC is also behind the rest of the market in this regard. The relevant margin should not be based on past figures. WDC was trading at a higher price than QNTM for some time because of this historical margin which will vanish very fast, IMHO, unless they have a magic wand. Sankar

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