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


To: Ian@SI who wrote (10075)1/17/1999 6:24:00 AM
From: Stitch  Read Replies (2) | Respond to of 11057
 
Ian,

Many thanks for the reply.

There are several things about WDC that is troubling IMO. I still see substantial overcapacity in the industry. However, I never would have predicted the recent run up in ALL the stocks so I too, have been wrong...many times.

Here is a link to some recent concerns I expressed about WDC. I think the sector is risk with potential rewards but WDC is not the vehicle I would choose (on the long side).
Message 7291146

Best,
Stitch