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

To: Yoav Chudnoff who wrote (9915)	10/30/1998 7:30:00 PM
From: Stitch	Read Replies (2) \| Respond to of 11057

Yoav, <<Lest not forget Micropolis that was super duper big >> Micropolis was never "super duper big". Where the heck do you get such notions? Micropolis never, in their entire history, had more then 4-5% market share and tried to focus on a niche where economies of scale killed them. <<AS follows, IBM OEMS from WDC, second, WDC is big in SIngapore manufacture base, third, Seagate still holds software as listed in my previous post, Seagate also has been hit hard by the wars>> IBM purchase of disk drives from WDC is as capricious as it gets and is hardly a reason to invest in WDC but its' your money. WDC is “big” in Singapore and is also “big” in Kuala Lumpur. So what? Your previous post suggested that there was a difference between Seagate and WDC based on WDC manufacturing in Asia and SEG manufacturing in Europe. To wit you wrote:<<WDC has looked towards Asia as a manufacture base whilst Seagate has turned towards Europe.>> That leaves an extremely false impression to which my last post put the lie sufficiently so I am impressed with your irrational tenacity. Seagate does still hold software. But what you said in your previous post was that it was “dilutive”. After adding 1.6 B in Veritas shares to their treasury SEG still holds a big chunk of Dragon Systems. Know about them? Know what they do? Know what the next killer app is? Know anything at all? As a SEG shareholder I am utterly delighted they have the software stake that is left and am further delighted with the merger of SEG Software into Veritas and the subsequent stake held by SEG. Yes, Seagate has been hit hard by the “wars”. Is it your opinion that WDC has not? Have you even looked at a balance sheet? In your entire life? Stitch