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

To: Jeff Mills who wrote (8979)	3/23/1998 7:20:00 PM
From: RAW	Read Replies (2) \| Respond to of 11057

One door opens, another closes. Long WDC RAW biz.yahoo.com

To: Jeff Mills who wrote (8979)	3/23/1998 10:13:00 PM
From: Frodo Baxter	Respond to of 11057

Jeff, did you notice that QNTM specifically mentioned that they have a clean balance sheet to weather this cycle? Off-handed crack at WDC?

To: Jeff Mills who wrote (8979)	3/24/1998 1:32:00 AM
From: Jay Lowe	Respond to of 11057

<< Guess what he likes now? Seagate and Western Digital. >> Yep ... as I posted earlier, I have WDC at a risk-adjusted 25% annualized return estimate ... #6 on my tracking list. (80%)Upside 67%, (20%)Downside -17%, Window 12 months. I see Win98/WinNT5 creating a spike in demand for large drives ... I see WDC reasonably well positioned to adapt to new conditions due to their business model. Time will tell ...