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

To: Pierre-X who wrote (8230)	12/16/1997 4:19:00 AM
From: Thomas Haegin	Respond to of 11057

Re. Industry pulse PX, I admit of not being able at the moment to follow WDC and the DD industry as thoroughly as I should. It's a matter of time allocation since I have some other stocks as well that I must gain additional understanding in, so please bear with me. OK, we had SEG closing the Irish plant and putting other 2 projects in Ireland on the backburner to some degree (one in Northern I., one near Cork) We had WDC announcing they were scaling back production. We had QNTM with the same tune. At least on WDC I could not find any percentages for their planned scale-downs. Maybe they came out of come conference call I missedI never read details about QNTM, just the headlines. What are the percentages there? Maybe one of you has a guess on where we stand in terms of announced scalebacks so far? How much reduction do we need? What is expected unit volume next year? I think I saw 130m in PC units, But what about enterprise stuff/servers? I wish I had the answers, but may some of you have refelcted on this some more already. I'd appreciate your comments.