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Western Digital Corporation Message Board

  • buy_side buy_side Jan 29, 1999 9:16 PM Flag

    Got Nerves? WDC will be below 10 (again)

    Long-term outlook for WDC is poor. WDC is no
    longer a powerhouse within its industry. The company has
    made continued cuts to attempt to return to
    profitablity (without success). The company's situation is
    best viewed in terms of its trends in revenue (not to
    mention earnings). In technology in general, there will
    be clear winners and losers. Those clinging to WDC's
    past levels of profitablity are pure chartists. Look
    at WDC's fundamentals and save yourselves a few
    bucks. The trend in stock price during the next six
    months will prove my point. Enjoy the ride.

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    • It is just money man. Everyone here has made a
      bad choice...thats why we are here...to get better
      information so we dont make it again. The key is to learn
      from it.

      Maybe time for that nice vacation in
      the Bahamas?

    • WDCsucksSObuyMOREdanjinQQ WDCsucksSObuyMOREdanjinQQ Jan 29, 1999 11:33 PM Flag

      by people listening to your large cap rantings.

      just admit you never knew what you were talking about and get lost>

      • 1 Reply to WDCsucksSObuyMOREdanjinQQ
      • "Both in the desktop HDD market for which the
        Company's current products
        are designed and in any
        other HDD market segments in which the Company
        may
        compete in the future, advances in magnetic, optical or
        other
        technologies, or the development of entirely
        new technologies, could
        result in the creation of
        competitive products that have better
        performance and/or
        lower prices than the Company's products. Examples of

        such new technologies include "giant
        magneto-resistive" ("GMR") head
        technology and
        optically-assisted recording technologies which
        technologies
        have either already been introduced or are being
        developed
        currently by other companies. Currently, the
        Company intends to
        incorporate GMR head technology
        into future products and is evaluating
        the various
        approaches to and timing of such a transition. The Company

        has decided not to pursue optically-assisted
        recording technologies at
        this time."

        wdc is
        already qualifying gmr's at major oems and are ready for
        volume shimpent from singapore plant...is mxtr slipping
        up on this one???... are they referring to wdc when
        they comment that other company's have either
        introduced or are curently developing gmr's???...hmmmmm let
        me see now wdc is qualifying at major oems so i
        guess they are the ones that mxtr was referring to when
        they said "introduced"

    • They'll hang in there literally,

      Because ,

      HANG MANS COMING

    • http://www.news.com/News/Item/0,4,31665,00.html?dd.ne.tx.fs5.0129
      AND I MIGHT ADD AFTER READING THE ARTICLE REMEMBER
      THAT WDC SAID SPECIFICALLY IN THEIR CC THAT THEY WERE
      GAINING MARKET SHARE WITH CPQ, IBM, AND DELL

    • Consistent improvement is all that is required.
      As I have said before, WDC can be the Wendy's of the
      DD business. There is enough room going forward in
      this industry for four/five good players.

      If
      WDC goes to below 10 it will be because the company
      acknowledges that its market is falling apart. I have not
      heard any evidence that this is the case.

      Like
      Hangman, you add no value. I'm a numbers man. Give me
      evidence that you are not shooting from the lips/hips

      • 1 Reply to jdellie
      • Their is no shortage of information sources on
        the internet whereby you can confirm WDC's number's
        (i.e., declining trend in revenues and earnings). While
        others in this sector have adapted well, WDC has not
        been as forward thinking nor as well diversified. Its
        cash position has improved marginally but you don't
        create shareholder value over the long-run by cutting
        expenses (e.g., relocating your headquarters, layoffs,
        etc.)--you do it by growing revenues, maintaining profit
        margins, managing inventories, and controlling overhead
        costs. This message is not intended to scare you or
        anyone else--so try not to take it personally.


        Let's chat again in about 2 months to see how much
        value YOU will have added with your bullish
        recommendation on this stock.

 
WDC
58.27+0.26(+0.45%)Sep 29 4:00 PMEDT