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

To: fiberman who wrote (9840)	10/7/1998 11:12:00 AM
From: Stitch	Read Replies (1) \| Respond to of 11057

fiberman, In general the market is seeing WDC and Quantum as still primarily bogged down in the desktop wars. Maxtor is seen as the winner in this battle while SEG is affected by a number of things, including the recent stock swap deal they did with Veritas for Seagate Software, as well as their recent regaining of ground in the hi performance segment of the disk drive industry. (Not to mention Seagate recently was plugged by James Cramer (street.com). The DD industry is still seen, as a whole, in a state of overcapacity and narrowing margins in spite of declining inventories and a seasonal pick up in orders. Best, Stitch

To: fiberman who wrote (9840)	10/7/1998 3:01:00 PM
From: Sam	Respond to of 11057

Fiberman, Stitch, MXTR is sinkig back toward 8 as well. I don't think people are seeing them as "winners" in the desktop arena. There are no winners if ASPs keep declining at the rate they were last year, including MXTR. I see MXTR and WDC as both being the most imperiled, with the worst balance sheets and least able to hang on if the pricing pressures continue. By pricing Bigfoot the way they did (at .02-.026/mb), QNTM was putting everyone on notice that the pressure won't abate soon. At least they have other sources of cash flow, as do SEG, IBM, Fujitsu.