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


To: Jonathan Bird who wrote (8681)2/3/1998 3:28:00 PM
From: John Wang  Respond to of 11057
 
Jon: Thank you very much. You make me feel guilty. I have sensed that you are a reasonable person from your posts. (I told someone else yesterday.)
This HDD business changes so fast, it catches everybody by surprise all the time. I believe that Lehman's report (about Maxtor versus WD and others) that was discussed in one other DD thread is out of date. The Korean crisis and highly debted Hyundai (debt/equity: 8) may have had some impact on their business plan and box makers' purchase plans. I think that their momemtum has peaked, but, not Fujitsu. Time will tell.
I find Larry D's technical info interesting.
John