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Technology Stocks : Western Digital (WDC)
WDC 176.34-5.8%Dec 12 9:30 AM EST

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To: David Harker who wrote (10190)2/5/1999 7:20:00 AM
From: Stitch  Read Replies (1) of 11057
 
David,

<<It looks good to me, sounds like the business EMC
is in. >>


Point taken. Now, a question: Does that mean that WDC is going to quit supplying OEMs with high performance drives in favor of only supplying themselves? If not then how will they reconcile competitive activity to their OEM market? Incidentally there are over a 100 companies in this business. I like MTIC and CPCI.

Message 7325087

This may be an excellent venture for WD. But we need to know more.
Best,
Stitch
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