Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pierre-X who wrote (7827)	11/24/1997 1:45:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 11057

Re: 98 Scenarios I just thought of another scenario. Scenario 6: Demand Side Shortfall -- Target price: $15 Subjective probability: 15% If, in the midst of the supply side crisis amongst DD vendors, demand were to suffer some untimely downward blip, the entire situation would be seriously exacerbated. PX

To: Pierre-X who wrote (7827)	11/24/1997 1:22:00 PM
From: Sam	Read Replies (2) \| Respond to of 11057

Pierre, "I think Seagate has the weakest position in case of war." Why is this? I don't see why they would be in "weakest" position. They have a lot more cash than debt, as well as some side investments in companies that could conceivably be liquidated for a fair bit of money, if it comes to that in a couple of years. They also have some good products in the pipeline, with the new Medalist and Barracuda drives. True, their problems in the past 6 months have been daunting, and true that they won't simply go away overnight, but they've been in similar positions before (when the missed the initial 3.5 inch form factor shift, most especially), and have pulled through. Why do you think their position would be measurably worse than anyone elses in case of your "war" scenario?

To: Pierre-X who wrote (7827)	11/24/1997 1:29:00 PM
From: Sheba	Read Replies (2) \| Respond to of 11057

With regard to Scenario 3, are you considering the possibility that either Hyundai or Samsung may go bankrupt? I do not follow those companies, but I do know that they have a lot of debt and that Kia went bankrupt a few weeks ago.