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

To: T Bowl who wrote (7855)	11/25/1997 11:38:00 AM
From: still learning	Respond to of 11057

Re hi-end biz. Not sure WD is doing so well either -- case of relative lack of strength I guess. The hi end will be a good biz, but it may be that it hasn't undergone the shakeout that desktop went through 5 yrs ago -- there may only be room for 2 players in it. And that's why we're seeing difficulties. If so, then SEG will clearly be one of the two and QNTM/WD have got to slug it out to see who runs away first. Early indications are very unclear as to who is doing well there. QNTM's reorg is interesting, and may help eliminate some duplicate costs. Also, QNTM's product line was very sloppy -- with lo-end of the hi-end overlapping with the hi-end of their lo-end. What??? You know what I mean. Too much overlap.