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

To: Stitch who wrote (9969)	11/12/1998 7:30:00 PM
From: Hungry Investor	Respond to of 11057

Stitch, I thinking to doing the same, it will be very soon or I might miss the majority of the move. A couple other things to consider: 1) Cash per share $4.56 and falling 2) Book value $1.43 and falling 3) Last in time to market (even if you increase R&D spending, the issue is not coming up with the technology is it? It actually is getting the technology to the assembly line for implementation in the product-if you can't do this then R&D money is wasted-many DDs have had this problem) 4) I love how all of the analysts took out the one-time charge on the warranty - how can you call this a phantom cost - we both know how much it costs to repair drives, even if its outsourced. Best regards, Scott

To: Stitch who wrote (9969)	11/16/1998 1:11:00 AM
From: fiberman	Read Replies (1) \| Respond to of 11057

Have you heard anything new about Conner Technology? Do you think, they will be a serious player within the next year, or so?