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


To: John Wang who wrote (8530)1/28/1998 7:02:00 PM
From: STOCK DOC  Read Replies (2) | Respond to of 11057
 
Don't forget JTS.....Not a threat to WDC but worth looking at for the gambling investor.
Cheap fast drives do have a niche in this market...Especially in sub $1,000 PCs.
Company is trading at .25 a share.
They claim break even is sooner than expected....

If this is true the risk/reward ratio is awesome.

Any opinions?



To: John Wang who wrote (8530)1/29/1998 3:22:00 AM
From: Z Analyzer  Respond to of 11057
 
<<It will be nice for
Seagate to buy out Maxtor and for Samsung to exit the business. For that to happen,
Koreans have to feel that their precious cash for investment is better put in DRAM
than this low margin desktp HDD business. >>
With Hundai's Maxtor having lost over $700 million in ythe last few years and the present state of the disk drive market, its hard to believe Maxtor could be sold for much. Would be happy to see China expansion derailed and Samsung also pull the plug on China or better yet go belly up.



To: John Wang who wrote (8530)1/29/1998 6:16:00 AM
From: Thomas Haegin  Read Replies (1) | Respond to of 11057
 
Impressive post you put there, John! T. -e