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

To: zalesky who wrote (10294)	4/22/1999 10:37:00 AM
From: Henry W Singor	Read Replies (1) \| Respond to of 11057

The reason that I bought into this stock again is that I speculated that IBM would be buying drives from WDC as part of their agreement. I didn't find any list of their major customers in the press release or in the transcript of the conference call (which did not contain the questions and answers). This may be premature since IBM was still producing a lot of their 3.2GB/platter platform 16GP. It sure would make sense for IBM to start using WDC drives in their desktop machines in the future since these drives would use their own heads. Also IBM's new generation of drives only come in 20GB and 25GB capacities (for the 5400rpm drive). I believe that IBM has left the manufacture of 1,2 and 3 platter drives to WDC. Has anyone heard anything about the status of WDC's 5.1GB/platter program using IBM heads? Thanks Henry

To: zalesky who wrote (10294)	4/24/1999 6:07:00 PM
From: Glenn D. Rudolph	Respond to of 11057

WDC: BANCBOSTON RS decreased estimate for quarter ending 06/99 from $-0.35 to $-0.45 on 04/22/99 WDC: BANCBOSTON RS decreased estimate for quarter ending 09/99 from $0.05 to $-0.15 on 04/22/99 WDC: BANCBOSTON RS decreased estimate for quarter ending 12/99 from $0.24 to $0.10 on 04/22/99 WDC: BEAR STEARNS decreased estimate for fiscal year ending 06/99 from $-3.20 to $-3.25 on 04/22/99 WDC: HAMBRECHT&QUIST decreased estimate for quarter ending 06/99 from $-0.35 to $-0.50 on 04/22/99 WDC: HAMBRECHT&QUIST decreased estimate for quarter ending 09/99 from $-0.10 to $-0.22 on 04/22/99 WDC: Major Broker decreased estimate for quarter ending 06/99 from $0.00 to $-0.39 on 04/22/99