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

To: T Bowl who wrote (9285)	5/4/1998 8:52:00 AM
From: steve goldman	Respond to of 11057

I'm listening to call right now...very positive...i would expect to see 21, 22 at the open. Haggerty is speaking very very positively...they arent releasing many areas of the deal, but to me, it smells like a lease before you buy deal. PLUS PLUS for WDC. They feel that they will be shipping in first 1/2 of 1999 and will leverage financial model, especially since IBM has 6 month lead and WDC has been chosed as the delivery mechanism for the product. I guess that guy Nussbaum, the director?, did right in buying that nice piece a few months back. Stock is going higher Regards, Steve@yamner.com