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

To: Sarmad Y. Hermiz who wrote (10855)	11/24/2003 2:06:06 PM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

Sarmad, You raise a good point, but so does Kumar. Normally a company would have no obligation to publicly disclose such information. However, to the extent that it may contradict other information that the company has voluntarily disclosed concerning the success of the 80GB transition, I would have to agree with Kumar that WDC may have a duty to disclose. In any case, I certainly wouldn't use the epithet "idiot" to describe him. You may disagree with his interpretation, but at least he is apparently going beyond the traditional function of the analyst (analysing) and ferreting out new information that the company may be reluctant to disclose. His superior fact-finding abilities IMO qualify him as a superior analyst. Sam

To: Sarmad Y. Hermiz who wrote (10855)	11/24/2003 2:09:57 PM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

What's your feeling as to the likelihood that WDC and STX will match MXO's price increases?

To: Sarmad Y. Hermiz who wrote (10855)	11/24/2003 2:21:55 PM
From: Sam	Read Replies (1) \| Respond to of 11057

What better way to shake out the rdrt engineers who are not committed to the company. I would expect any self-respecting engineer to INSIST on working day and night to solve the problems. What are those cots in the offices for, then ? It depends on the problem and how it is being addressed. Without knowing more details (details that we are unlikely to get for quite awhile) it is impossible to be able to judge whether this is a "good" thing as you suggest, or a bad thing (for example, it may be RDRT's old culture infecting the production process). We'll know more as we see this quarter's results, and whether MXO's increase is validated or not. If WDC really is having production problems, it plausibly will be successful, as OEMs aren't going to want defective drives and aren't going to be able to get enough drives from WDC to force MXO's pricing back down. I would think that STX wouldn't mind price increases, as their stockholders all want to shed stock at higher prices, and would like to see soaring profits. WDC on the other hand wants more volume to make the RDRT takeover work better. All IMHO of course.