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Technology Stocks : Western Digital (WDC)

WDC 273.82

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3:57 PM EST

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To: fiberman who wrote (9840)	10/7/1998 11:12:00 AM
From: Stitch	Read Replies (1) of 11057

fiberman, In general the market is seeing WDC and Quantum as still primarily bogged down in the desktop wars. Maxtor is seen as the winner in this battle while SEG is affected by a number of things, including the recent stock swap deal they did with Veritas for Seagate Software, as well as their recent regaining of ground in the hi performance segment of the disk drive industry. (Not to mention Seagate recently was plugged by James Cramer (street.com). The DD industry is still seen, as a whole, in a state of overcapacity and narrowing margins in spite of declining inventories and a seasonal pick up in orders. Best, Stitch

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