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To: Sarmad Y. Hermiz who wrote (9737)2/2/2005 8:58:24 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 13403
 
STX bot 15,000 shares @ 17.00 avg.

Sold corresponding shares of wdc.

Last quarter, WDC and STX are the only two drive companies to make a profit.

STX made $144m (gaap).
WDC made $57m (gaap).

Hitachi drive ops lost $48m.
I expect MXO to post $80 to $100m loss (report date 2/3/05).
And samsung doesn't publicize its losses, but they got to be in the hundreds of $millions.



To: Sarmad Y. Hermiz who wrote (9737)2/3/2005 12:33:22 AM
From: Sam Citron  Read Replies (1) | Respond to of 13403
 
OT Sarmad. What I meant was that WDC was outperforming, so, yes, the spread is narrowing, not widening. It's odd to see you gradually moving into STX while professing that WDC is better priced. What advantage does STX have?

Sam


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