Western Digital (WDC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Western Digital (WDC)

WDC 187.25

+2.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom Simpson who wrote (9275)	5/2/1998 9:32:00 PM
From: shane forbes	Read Replies (1) of 11057

Tom: When I did my DD on the DD sector awhile back I did some quick perusals of interesting tidbits. TDK is mentioned as a GMR supplier here: techweb.com And this one says WDC had qualified TDK as a MR supplier early on: techweb.com (o how quickly things have changed (and as you correctly pointed out) - APM all gone from that Sep 1, '97 list) I once thought that WDC's use of old technology was a smart move. Now I am not sure. Too many things changing too fast. Then again he who outsources a lot of things can't do much about it... But still think there are plenty of rabbits in the hat for WDC. As to profits by the fall wow! I'd be happy and I do know things change fast but... I'd be happy with profits in the Dec q. But first someone needs to tell Maxtor, Fujitsu et al to go easy on the cap. exp. guys. Those with smaller market share can only play so aggressively with the big boys for so long. After awhile if those little guys are not making some good profits they will have no finances to use to build new facilities. But then again their parents are big (though hurting overall I guess). Shane. (ay caramba - knows nothing about the SAE in TDK/SAE and is really used to seeing TDK as the maker of blank cassettes...)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next