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

To: steve goldman who wrote (8981)3/24/1998 1:39:00 AM
From: Jay Lowe  Read Replies (1) | Respond to of 11057
 
<< WDC is at 16 3/4 down from a year high of mid 50-s >>

Now, now ... be careful how you trot out that 50's number.
That seems to me to be a ridiculous valuation, which the
market adjusted.

Let's be reasonable, folks.

I see WDC around 30 within 12 months ... 30 comes with
return to modest profitability and stability ... WDC will
never see 50 again in this reality ....it's not a 3 player
game anymore.



To: steve goldman who wrote (8981)3/24/1998 2:03:00 AM
From: William L. Vu  Read Replies (1) | Respond to of 11057
 
Steve,

Would you be bullish on WDC if its revenue fall another 20% from last QTR ?

From the high of $1.2B a couple of QTR ago, we might be down to the low $800M for this QTR. What would you put the fair value of WDC in this case ?

WV


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