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To: Sonki who wrote (12918)	11/7/1997 7:29:00 PM
From: dougjn	Read Replies (1) \| Respond to of 27012

Sonki, I am out of all the DDs have been for a while. WDC is the best managed of the lot. SEG is the skunk in the garden party. They are bleeding badly. They flooded the channel last part of sept, obviously have been continuing. They have huge fixed costs. Vertically integrated. WDC is a real leader in Just in Time, return on equity management. Dell went to Haggerty's school, though Dell has some natural advantages in implementing in his biz. Qntm I have less of a bead on. But basically I think SEG is bleeding all over the whole sector. They are desperately pumping out quantity at any price to try to amortize their horribly extended fixed investments. Would short SEG if i had the cahojnes. Doug

To: Sonki who wrote (12918)	11/8/1997 2:36:00 AM
From: Sonny McWilliams	Read Replies (2) \| Respond to of 27012

Sonki, Fast Track. I don't think it is doing us any good. I have not seen anything from Mexico besides a lot of import. We used to have a nice trade surplus, now look at it. Fast Track gets rid of tarifs and allows other countries more imports at our expense. Give me a break, where do we fast track anything, anywhere. The only reason we do well in the cpt. department is because we have good technology, anything possible is being dumped on us. When we try to sell things other countries have, example Japan, we have a hard time selling. Talking about dumping. The reason WDC is warning is because Fujitsu is dumping and therefore the prices are getting cheaper. I guess the worry is all DDs will be affected. The other DDs have reported already, so I am not sure why they should be down. fool.yahoo.com There was a better article earlier on Motley's that included all DDs, but it's gone. Sonny