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

To: TokyoMex who wrote (9906)	10/29/1998 2:27:00 PM
From: Yoav Chudnoff	Read Replies (3) \| Respond to of 11057

Little bit more info for you concerning manufacturing. If we look at the Hard disk market several years ago, you had conner, micropolis, seagate, western digital, and others we are down to two major players: seagate and western digital. WDC has looked towards Asia as a manufacture base whilst Seagate has turned towards Europe. Both have diluted themselves by involving additional products in their portfolio, seagate with Backup Exec AMG Crystal Reports winsmart and more, money is made on licensing of the software as an offset to their hardware line, wdc is heavy into enterprise storage products and may be on the upswing in capturing more of the market, product being used in Compaq, Dell, Micron and more, it has taken over from the others and their technology, Lifeguard, allows for prefailure detection. In my opinion, in the current market WDC is healthy and strong and is in position for it to be merged if another competitor sees this benefit.