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Technology Stocks : Western Digital (WDC)
WDC 139.09-0.8%Nov 21 9:30 AM EST

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To: Sung Chung who wrote (8290)12/23/1997 1:40:00 AM
From: Stitch  Read Replies (1) of 11057
 
Sung, I caught your post late but that doesnt mean it is any less excellent at this late reading. There is one thing I am not sure I will agree with. You said <My point is that component providers may be leading indicators for HDD manufacturer>. In my experience the proverbial bad stuff rolls downhill. Check out Hutchinson, Read-Rite, AMC, and Komag for indicators that bad news from drive manufacturers resulted in a subsequent nose dive in component equities.

Thanks again for the post. Please jump in more often.
Best,
Stitch
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