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

To: Sarmad Y. Hermiz who wrote (10710)	8/25/2003 2:11:24 PM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 11057

Hi Sarmad. I don't think that an event causing an 8 cent hit to past earnings with no effect on future earnings explains a loss of $1.00/share in value. Or maybe I'm too logical. Al

To: Sarmad Y. Hermiz who wrote (10710)	8/26/2003 11:40:42 AM
From: Sam Citron	Read Replies (3) \| Respond to of 11057

What most troubles me is now that WDC is in the head business it has to fight the areal density war, and it is an expensive one. Can commodity margins generate enough profits to pay for this research? IBM must not have thought so. What I need to figure out, when I have the time, is the place of HDDs in a NAS SAN iSCSI world. Maybe someone here can help?