Western Digital (WDC) Message Board

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Technology Stocks : Western Digital (WDC)

WDC 273.60

+4.1%

Feb 11 3:59 PM EST

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To: shane forbes who wrote (8780)	2/16/1998 2:22:00 AM
From: Z Analyzer	Read Replies (1) of 11057

<<What any one can do is call the companies and ask them. >> I did this a few days ago with WDC, SEG and Quantum. No good news beyond the increased January sell thru mentioned in the conf calls and pricing is tough again. Two analysts I spoke with saw no signs of things improving. That said, I have always found that nobody sees excess inventory coming so I doubt they'll see it going. As for WDC, one analyst said he thought they were having some problems with their 2.1 GB/platter program (no specifics). Both mentioned that in past cycles, these stocks have traded down to book value. For disclosure, I am short WDC after these discussions. Hoping not to be bitten by an industry pickup.

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