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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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10782Sarmad, "And the occasional laggard, Seagate, has made equally impressive aSam-9/6/2003
10781>> Maybe Gus or Zeev or someone who knows something about how heads are deSarmad Y. Hermiz-9/6/2003
10780Sarmad, "I don't see the head business as more challenging than other pSam-9/6/2003
10779Hi Sam, re >> amazed if WDC actually successfully pulls off the RDRT acquSarmad Y. Hermiz-9/6/2003
10778Sarmad, Thanks for your thoughts, appreciated as always. Personally, I will be Sam-9/5/2003
10777Neither WDC nor MXO participate in the laptop market right now. STX recently (laSam-9/5/2003
10776You might try Gus on EMC thread.Sam Citron-9/5/2003
10775Does anyone know the relative shares of each in the laptop market?w0z-9/5/2003
10774Sarmad, You know these companies better than I, which is a good thing because ySam Citron-9/5/2003
10773>> Any lawyer or WDC long could tear apart the list point by point if he cSarmad Y. Hermiz-9/4/2003
10772<i>Did he give us any indication that he wasn't just talking vague genSam Citron-9/4/2003
10771>> What do you mean by content? The usual meaning. Something that can beSarmad Y. Hermiz-9/4/2003
10770<i>Is there any content in this item [Maxtor's One Touch Feature]?<Sam Citron-9/4/2003
10769If anyone doubted that the boys are back and this is conference season, WDC is sSam Citron-9/4/2003
10768Hi Sam, I had seen this note. It id his opinion. I don't find it substantiaSarmad Y. Hermiz-9/3/2003
10767WD presentation at SSB veracast.comSarmad Y. Hermiz-9/3/2003
10766Sarmad, I don't know if you wade through the yahoo XMO board or not, but herSam-9/3/2003
10765Reference: When Slower is Better [good recent overview of industry trends] reed-Sam Citron-8/31/2003
10764Reference: The Holy Grail -- Sustainable Competitive Advantage <i>SustainSam Citron-8/30/2003
10763Reference: HDDs -- Commodities Forever? isic.ucsd.eduSam Citron-8/30/2003
10762Industry Reference: Center for Study of the Information Storage Industry isic.ucSam Citron-8/30/2003
10761Sam, OT *** Ill take this to pmGottfried-8/30/2003
10760RE: Integration in HDD industry Clayton Christensen The Rigid Disk Drive IndustSam Citron-8/30/2003
10759Do you happen to know whether anyone ever followed up on his suggestion about beSam Citron-8/30/2003
10758>> So what indicator best signals when to sell? Sam, there are people inSarmad Y. Hermiz-8/30/2003
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