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


To: Z Analyzer who wrote (7221)11/7/1997 12:27:00 PM
From: Gregory Cole Brock  Read Replies (1) | Respond to of 11057
 
Z Analyzer,

Will attempt to reanalyze the cost structure. It seems though that to properly analyze the cost structure one must consider sales/earnings to product. Its hard to figure out the cost structure of each product but easier as a whole company. SEG had zero profit last qtr and QNTM has other products. Just because a company has a lower price does't mean they have a lower cost.

I have not researched this in depth and would appreciate any data you might have. One of the reasons I am still invested here(although, I have reduced my holding by 75%) is that I am under the impression that they are the low cost producer or atleast one of them.

Greg