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 Technology Stocks : Western Digital (WDC)

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To: William T. Katz who wrote (7991)12/4/1997 10:14:00 AM
From: stkinvestor of 11036
 
William, I agree with your pick. In my view you will be a winner early next year. Short term, WDC and SEG don't have ant competition. When WDC talks about cutting down their production in line with demand, they coveniently forget to metion that they are cutting down production simply because they cannot sell. Long term WDC and SEG are solid companies, but they will stay in hole, specially WDC until they figure out how to make MR drives.
Good luck.
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