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

To: tony sidhu who wrote (7756)	11/19/1997 8:50:00 PM
From: Craig Freeman	Respond to of 11057

Tony, IMHO WDC has essentially completed its "transition" to MR. The problem seems to be a lack of buyers. When a 6.4MB killer drive is selling for lunchmoney more than a 2MB standard unit, there's an inventory problem somewhere. My guess is that once the channel starts absorbing these drives and the drive makers have settled their production problems, you'll see a shortage develop. Call it "overshoot". In any case, SEG hit the dirt today, QNTM sent out bad news and WDC held up nicely. This may be the bottom. Craig