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Technology Stocks
Western Digital (WDC)
An SI Board Since May 1996
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11057 106 0 WDC
Emcee:  Eric L Type:  Moderated
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10732WDC most active NYSE stock....and also tops the percentage gainers list.Henry J Costanzo-8/28/2003
10731Well, Sarmad. It was quite an after-hours session, up about a buck from the closSam Citron-8/27/2003
10730RE: Litigation Settlement It certainly does appear that Cirrus got what they waSam Citron-8/27/2003
10729All I can say is that autonomy is an expensive ideal. I can grow my own food if Sam Citron-8/27/2003
10728>> I'm not sure it strictly matters where the heads are from so long aSarmad Y. Hermiz-8/27/2003
10727Vertical integration seems to be a continuum, where any particular level chosen Sam Citron-8/27/2003
10726I agree! <eom>Joe Lyddon-8/27/2003
10725Sam, you give fund managers too much credit. The purchase by WDC of head making Sarmad Y. Hermiz-8/26/2003
10724Prudent investors with fiduciary duties are forced to follow the dictates of cauSam Citron-8/26/2003
10723>> Some big institutions will want to remain in wait state until more dataSarmad Y. Hermiz-8/26/2003
10722If your expectations conform to reality, the blood letting may well be over soonSam Citron-8/26/2003
10721That the startup of the Fremont fab has gone very well. That they've alreadySarmad Y. Hermiz-8/26/2003
10720What do you expect to hear in tomorrow afternoon's cc?Sam Citron-8/26/2003
10719Didn't mean to ruffle any semantic feathers by using the dreaded C word. PeSam Citron-8/26/2003
10718>> Can commodity margins generate enough profits to pay for this research?Sarmad Y. Hermiz-8/26/2003
10717Thanks. I will. <i>I read 55% of DDs are used in PCs. </i> I woulSam Citron-8/26/2003
10716Sam, check with Gus on the EMC thread. PS: I read 55% of DDs are used in PCs. GoGottfried-8/26/2003
10715OK. Then the question is whether the additional expense is justified. Can marginSam Citron-8/26/2003
10714I agree with you, Sam. The head business is a difficult one, and can be very expSam-8/26/2003
10713What most troubles me is now that WDC is in the head business it has to fight thSam Citron-8/26/2003
10712>> I don't think that an event causing an 8 cent hit to past earnings Sarmad Y. Hermiz-8/25/2003
10711Hi Sarmad. I don't think that an event causing an 8 cent hit to past earningAlastair McIntosh-8/25/2003
10710Western Digital Announces Litigation Settlement; biz.yahoo.com Maybe a leak oSarmad Y. Hermiz-8/25/2003
10709Carey Thompson,re:"Support". Thanks alot for the support, idea, encourJohn Chen-8/8/2003
10708Go to www.wdc.com website, then click on the Support button on the top of the meCarey Thompson-8/8/2003
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