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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Tom Simpson who wrote (3211)	5/4/1998 2:43:00 PM
From: shane forbes	Read Replies (1) of 9256

Tom: QNTM had some announcement of their own biz.yahoo.com On the straw horse thing yes WDC's business model dictates that others do the head R&D. My point was simply that EVA is usually higher when you can reap benefits without putting forth the capital required. But I think the main point is that WDC has always made good use of their assets and I like this as a good example. WDC is looking ahead here and with all the crappy news of the last few quarters, finally something to look forward to. A future! RDRT - not sure what after MR! (APM - don't know). Anyway to some extent a bit happy because I skipped the component boys because of precisely these types of headaches. WDC to component guys is showing the Wal-Mart effect - we don't need you, you need us. I might listen to the c.call later today and see if there are any hints of just how important this announcement is. Shane.

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