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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 221.31-0.3%1:45 PM EST

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To: Sam who wrote (8640)8/31/2000 11:14:26 AM
From: Yogi - Paul  Read Replies (2) of 9256
 
Sam,
HTCH pre-released an unexpected profit for 1st part of quarter. Stronger than expected demand, cost savings...

At this point, I don't believe the strength and am bailing out of some positions that got to large in DDs. Bought way to much after their plunge. Small profit overall on an ill-advised overweighting.

Terrible seasonal time to be selling but I'm just way over-exposed here.

Paul
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