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Technology Stocks : Western Digital (WDC)

WDC 290.23

+7.4%

3:59 PM EST

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To: John Wang who wrote (8923)	3/12/1998 9:34:00 PM
From: Stitch	Read Replies (1) of 11057

John, I was just getting ready to post a response when I read yours. Couldn't have said it better myself. I see some synergy another couple of ways as well: (1) W-D has superb OEM marketing and sales and IBM simply does not when it comes to drives. They have been so dependent and lazy from supplying internal needs they just don't know how to approach a Compaq, Dell, etc. IMO. W-D does this better then anyone. Another factor: W-D has a reasonable position in the desktop IMO even though lagging on MR heads. Add IBM's MR heads and ya got soup again. Best, Stitch

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