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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: fiberman who wrote (10422)7/29/1999 3:35:00 PM
From: Kevin Linder  Read Replies (1) | Respond to of 11057
 
Actually Fiberman, Shugart didn't really do that bad of a job with SEG. He managed to have the foresight to start building a cash heavy balance sheet; make a lot of strategic stock investments and maybe best of all - find a competent replacement in Luzco. Hagerty had a winning business model when the market was different. Will SEG be a better business model from here? Probably only time will tell.

Kevin Linder



To: fiberman who wrote (10422)7/30/1999 1:26:00 AM
From: Kumar Nathan  Read Replies (1) | Respond to of 11057
 
Hi Fiber:

In today's brutal market. WDC didnt lose anything. That is a good sign. I think this turkey is bottoming. I use to follow this stock when it was 40s . I had a breakfast meeting with Chuck some 3 yrs ago. He is hell of a good guy. Due to shift in market paradigm, I think the stock is taking a hit. I am kind of contemplating whether to get in at this level or to wait for another slide of 4 more points. LOL.

Regards

Kumar Nathan


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