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Technology Stocks : Western Digital (WDC)
WDC 157.75+1.5%3:59 PM EST

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To: Hungry Investor who wrote (10222)2/17/1999 7:46:00 PM
From: Stitch  Read Replies (1) of 11057
 
Scott,

<<How is this a good deal for KMAG? >>

The perception is that Komag will have captured WDC's business, thus, one of the few remaining independent buyers. But I guess history will tell us whther this is long term good. I do not believe it is. The write offs of the WDC media hopelkessly ineffective process are huge. Komag will take that hit. What they bought was WDC's media orders.
Best,
Stitch
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