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

To: Yoav Chudnoff who wrote (9907)	10/29/1998 2:32:00 PM
From: Glenn D. Rudolph	Respond to of 11057

WDC: PRUDENTIAL SEC. made new estimate for fiscal year ending 06/99 of $-3.43 on 10/28/98 WDC: PRUDENTIAL SEC. made new estimate for quarter ending 03/99 of $-0.71 on 10/28/98 WDC: PRUDENTIAL SEC. made new estimate for quarter ending 06/99 of $-0.42 on 10/28/98 WDC: PRUDENTIAL SEC. made new estimate for quarter ending 12/98 of $-1.06 on 10/28/98

To: Yoav Chudnoff who wrote (9907)	10/29/1998 8:19:00 PM
From: David Howe	Read Replies (1) \| Respond to of 11057

I know nothing about Quantum except that I thought they were in the hard drive business. You don't mention them. Am I wrong? Long WDC and making money, so far. <g> Dave

To: Yoav Chudnoff who wrote (9907)	10/30/1998 12:22:00 PM
From: Stitch	Read Replies (2) \| Respond to of 11057

Yoav, <<WDC has looked towards Asia as a manufacture base whilst Seagate has turned towards Europe. >> Sorry Yoav, but your whole post is pure hogwash. Seagate is the largest private employer in Thailand, Malaysia, AND Singapore and has more disk drive manufacturing space in China then any other disk drive company. I think you should have said "whilst I had my head stuck in a jar". You also wrote: <<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,>> Seagate just sold their software division in a stock swap equivalent to $1.6 billion. Some dilution. Let me suggest that the real dilution here is your post and the aggregate of good info on this thread. You also wrote:<<wdc is heavy into enterprise storage products and may be on the upswing in capturing more of the market,>> WDC has been steadily losing market share for the last 6 quarters when they were late implementing MR heads. In addition they are dead last in the enterprise market. And finally: <<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.>> Huh? Healthy and strong yet in a position to be merged? Huh? Geesh By the way: you not only forgot Quantum, but also Fujitsu, IBM, and Maxtor all three of which have been steadily gaining market share while WDC crumbled. Stitch