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

To: stkinvestor who wrote (8453)1/15/1998 10:17:00 PM
From: steve beckle  Respond to of 11057
 
WDC mentioned as turnaround/recommend in Money Mag......
Thought any WDC fans might want to know that latest Money
magazine mentions WDC as a beaten down value stock. Their
2 cents is that WDC has a surplus of 1.6G drives which has hurt
sales since 2.1 seems to be the minimum standard now. Figure
once this albatross is gone, sales of newer drives should help
earnings. They claim WDC waited too long to go from 1.6 to 2.1.
Who knows.. just passing along what they say. I've been watching
WDC from the sidelines...good luck to all.

Steve



To: stkinvestor who wrote (8453)1/16/1998 7:09:00 AM
From: Thomas Haegin  Respond to of 11057
 
Yes, I think you're right that QNTM makes good investment also. I just happen to have chosen WDC. I admit (though I should'nt) to a certain degree of ignorance as who is the tech leaser in the HDD field now. It may be QNTM, but I see chances for WDC also. In fact, maybe SEG after being slam-dunked recently by events let's it roll a little slower going forward, giving WDC and QNTM a chance to gain on them. Only a guess.

greetings, Thomas


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