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


To: steve goldman who wrote (7217)11/7/1997 11:58:00 AM
From: Gregory Cole Brock  Respond to of 11057
 
Steve,

Thanks for the analysis on WDC. I agree and think this is a shakeout period for the weak DD companies. A mkt share grab for the future.

The winners will be the ones still making money when this thing is over. Anyone want to guess how much money SEG is going to loose this qtr.?

Greg



To: steve goldman who wrote (7217)11/7/1997 12:40:00 PM
From: Chi Pan  Read Replies (1) | Respond to of 11057
 
Steve, I disagree that WDC is heading to 25-26 range. I think it is heading toward teens. Please compared WDC with SEG on both forward PE (I believe WDC's next year earning should be downgraded to 30c x 4 = $1.2) and Price/Book Value ratio. You will see my reason.