Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 153.96

+0.7%

Nov 19 3:59 PM EST

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To: Mark Oliver who wrote (3109)	4/28/1998 5:22:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

>When if ever will we see some consolidation in Storage? Is WDC a target? Well, here's how the consolidation game seems to work: a) Your market share: x b) Your partner's market share: y c) Your market share after consolidation: x + y - z Most of the time, z = y. >Why is WDC always trading options at a premium, if there is not some underlying optomisim? Are you saying that WDC calls have a premium to the market, or a premium to puts? If the former, that's solely a function of WDC's (as well as the sector's) higher implied volatility. If the latter, that ought to be an arbitrage opportunity.

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