SI
SI
discoversearch

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: Vanni Resta who wrote (7836)11/24/1997 3:59:00 PM
From: Rich Goldsmith  Read Replies (2) | Respond to of 11057
 
Vanni,

It's not just the overcapacity issue. Ten years of downsizing to get a 40% productivity increase just went out the window with the devaluation of most Asian currency. Good news for the PC manufactures, bad news for their suppliers.

Anybody noting Maxtor? CompUSA and Staples have been running ads for Maxtor in Westchester county, NY. Stopped at CostCo this weekend, the only drives they had were Maxtor, one of which was an 8.4G. Price cutting may have just hit the high end drives.

Regards,

Rich