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


To: fiberman who wrote (10503)11/10/1999 2:20:00 AM
From: SidStock  Read Replies (1) | Respond to of 11057
 
Groovy baby!!!

Kev, I believe the bottom has been hit in DD and its all up from here... besides WDC or MXTR you should check out SEG! SEG has VRTS, ZOOX, and SNDK holdings that are worth more than its own stock! Causing SEG to do buy backs since its own shares are so darn cheap. SEG has the resources to last through anything... not so sure about WDC or MXTR... major play is that ibm buys WDC to supply the demand for dell, emc and others.... we can only hope.

hmtt also had some positive comments in the last conference call.... expecting some strong sales end of this Q. I am staying away from heads though... ibm supplying wdc, makes mxtr the main customer for rdrt. Thus im staying away from rdrt and kmag.

Good luck,
Sid