Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: PeterR1700 who wrote (9261)	5/2/1998 7:09:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 11057

Peter, Here is my guess.I believe WDC will stay within 10% of its current trading range until later summer. Too much inventory on hand, The box maker are sqeezing the disk drive makers margins so they may make the sub $1,000 box. Later summer is when demand starts picking up for the holiday selling season.Re-evaluating would be wise at that point. One last thought. The just in time assembly by the boxmakers is forcing the disk drive makers to expend their capital to carry the inventory:-( Glenn