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

To: Ali Khaman who wrote (7212)	11/7/1997 11:26:00 AM
From: Raser	Read Replies (1) \| Respond to of 11057

For the record, in at $24. Looking for $30 to $32 in January. DD makers will shake out and WDC will be a profitable survivor. Raser Now Long WDC

To: Ali Khaman who wrote (7212)	11/7/1997 11:45:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 11057

I thought this was easy to see months ago for this reason: Maxtor was selling 5.1 gig drives for $300. and WDC was selling 4.3 drives for $399.00. Maxtor has been selling much larger drives for much less and Western Digital drives no longer looked competitive. I saw a HUGE Maxtor drive for 449., I think it was 8.6 gig. You are correct about the margin up to a point, but volume discounters have still made much profit if volume is very very high. This might be a transition time. Longterm, WDC will be ok.