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

To: Sam who wrote (10786)	9/8/2003 11:50:57 AM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

I guess Hitachi might be a wildcard Do you happen to know their volumes and market share by form factor?

To: Sam who wrote (10786)	9/8/2003 9:18:32 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 11057

Sam, WD's Arif Shakeel gave a long and detailed talk about the rdrt acquisition today, with Q & A. I think you might re-evaluate the assertion that the non-integrated model is superior. customer.nvglb.com I think Arif is the best technology manager in the 3 main disk drive makers. Sarmad

To: Sam who wrote (10786)	9/16/2003 4:07:20 PM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

Sam RE: STX Goniff is a rather harsh term. Can you point to anything illegal or unethical that STX managers might have done to deserve such an epithet? Is it possible that they are merely guilty of great timing? Can you elaborate on your statement that "they did everything they could a couple of years ago to make sure that DD companies got a low PE and were a mess"? Gus seems to imply that STX is in a rather strong position. Message 19311245 Do you disagree? Sam2