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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (7861)	7/27/1999 2:34:00 AM
From: Michael Burry	Read Replies (1) \| Respond to of 78486

Might you want to replace WDC with SEG? I'm finding its parts might be worth more than the whole. Mike

To: Paul Senior who wrote (7861)	7/27/1999 8:21:00 AM
From: valueminded	Respond to of 78486

Paul/Mike: Actually, the problem is waaaay overcapacity in the industry and a lack of new applications making it difficult to justify large increases in hard drive capacities. As to Mikes thoughts about replacing WDC with SEG, I would be careful. When everyone (or nearly everyone) in the industry preannounces at a time when unit growth (computers) is still double digits, what happens when computer growth slows. (ie overcapacity becomes intolerable even to the "bigger fish") It should be pretty apparent that the growth in required hard drive storage capacity as well as the growth in computer ram has leveled off. ie The largest unit growth segment is in the commodity pcs (or low cost/"free" computers) well part of what makes them "free or low cost" has to do with maxing out in the 32-48mb dram, 4g drives, cheaper amd or celeron processors and a lack of applications which require big imprvoements in the above. As a point of reference, my P90 with a 2g drive and 32mb or dram is fine for all of my current home and business needs. I dont know about you , but my biggest complaint is my internet bottleneck which a faster processor, bigger harddrive or more dram would do little to help. fwiw