Western Digital (WDC) Message Board

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Technology Stocks : Western Digital (WDC)

WDC 168.90

+4.9%

3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (10971)	2/2/2005 3:37:19 PM
From: Sam Citron	of 11057

1:44PM Xyratex -- New High Profile (XRTX) 20.00 +0.12: Making a new 52-week high today is Xyratex, which provides data storage and storage process technology. The co sells its Storage and Network Systems products exclusively to OEMs. This is a name we highlighted twice in December, on our Small Cap Focus page and on InPlay. We brought to investors' attention that each of the co's top three customers were guiding higher (NTAP, STX, WDC). Together, they combine for about 78% of XRTX's sales. But... the stock did not move much, and even headed south in early January. After that, the company guided higher in January, not once, but twice. The stock is up over 40% since then. At Briefing.com, we believe one of the best trades is the supplier of companies guiding higher. The stock appears to be picking up momentum as this recent IPO begins to hit more radar screens. Robert Reid www.briefings.com

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