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

To: shane forbes who wrote (9273)	5/2/1998 9:03:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 11057

Ohhhhhh that's gooooood. That is real good, Shane. :o) What we have to revisit there is where they might have secured a supply of MR heads....and any answer (then) would center on RDRT. Dicey choices there. Then the question is whether that would have made any difference. I would agree with you....probably not a whole lot. When supply of GB of disk storage exceeds demand for GB of disk storage on this scale, pricing and revenue is going to suffer, no matter what kind of GB they are. WDC moves quickly; they can, and I figure they will be making money again as usual by fall. Do you know much about TDK/SAE? Tom