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

To: David Harker who wrote (8826)	2/26/1998 12:32:00 AM
From: Randy Ellingson	Respond to of 11057

Very nice of you to type these articles in for us. It's hard to imagine how so relatively recently these companies were raking in the bucks and now can't even turn a profit (we'll see). Another interesting thing is the industry's ability to prevent prices on any new drives from falling below about $100. This appears to have been the case for a long time, and I'm guessing it will remain so. I'd like to pay for about $50 worth of HD space, but no such luck. As drive sizes increase, the cheapest drive still costs something north of $100 -- it just gets a little bigger. That resistance to <$100 pricing has to at least help a bit. Though that's only the consumer market; drives must go much cheaper to the oems. Randy

To: David Harker who wrote (8826)	2/26/1998 8:54:00 AM
From: Don Pauley	Read Replies (1) \| Respond to of 11057

Why can't these guys make money even in competition when they sell the majority of their drives to DELL, CPQ and other top-line makers? To me if DELL and CPQ make money on their computers seems like WDC should . I have heard they make a quality product. Also heard Maxtor and Quantums are o.k but shake, rattle and roll(noisy). So it would seem computer makers would pay more for quiet, speed,quality. At retail end, I have seen Maxtors a lot cheaper but what percent of total business is that?