Ken, good stuff you posted last night. Thanks for the info.
RDRT report is in. Looks like they beat earnings estimates.
Loss of 2.26/sh vs expected 2.97 and they are saying that they expect to be profitable next year.
A couple of large block buys went by on AH today.
Volume on WDC has been very low with slightly negative large block money flow. I sold my trading shares yesterday and continue to hold my core. Siding with your student on this call. I see a little gap in the chart that looks very fillable.
The largest institutional holdings on WDC as of 9-30-00:
(* denotes new position)
Institution Shares Held Net Chng. % Chng. % Owned
1 FIRSTHAND CAPITAL MANAGEMENT I *4,600,400 0 +4,600,400 -- 3.1% 06/30/00
2 BARCLAYS GLOBAL INVESTORS NA / 3,789,659 2,639,843 +1,149,816 +44.0% 2.6% 06/30/00
3 AMERICAN FUND ADVISORS INC /NY 3,731,000 3,729,565 +1,435 +0.0% 2.5% 09/30/00
4 HANCOCK JOHN ADVISERS INC 3,705,000 3,703,565 +1,435 +0.0% 2.5% 09/30/00
5 COLUMBUS CIRCLE TRUST CO /FA/ 2,832,800 2,825,000 +7,800 +0.0% 1.9% 06/30/00
6 INTEGRAL CAPITAL MANAGEMENT IV 2,676,550 2,458,030 +218,520 +9.0% 1.8% 06/30/00
7 PEQUOT CAPITAL MANAGEMENT INC/ 2,468,000 2,468,000 -- +0.0% 1.7% 06/30/00
8 GRANAHAN INVESTMENT MANAGEMENT 2,117,500 2,108,000 +9,500 +0.0% 1.4% 09/30/00
9 FRANKLIN ADVISERS INC 2,070,712 2,070,712 -- +0.0% 1.4% 06/30/00
10 HELLMAN JORDAN MANAGEMENT CO I 1,587,800 225,000 +1,362,800 +606.0% 1.1% 06/30/00
11 TIAA CREF INVESTMENT MANAGEMEN 1,369,100 1,332,500 +36,600 +3.0% 0.9% 06/30/00
12 VANGUARD GROUP INC 1,255,700 1,006,100 +249,600 +25.0% 0.9% 09/30/00
13 DFA INVESTMENT DIMENSIONS GROU 1,212,100 1,270,800 -58,700 -5.0% 0.8% 06/30/00
14 VENTURE SECURITIES CORP *1,053,761 0 +1,053,761 -- 0.7% 06/30/00
15 GENDELL JEFFREY L 974,500 849,500 +125,000 +15.0% 0.7% 06/30/00
16 STATE STREET CORP 842,677 901,277 -58,600 -7.0% 0.6% 06/30/00
17 MERRILL LYNCH ASSET MANAGEMENT 831,083 270,250 +560,833 +208.0% 0.6% 09/30/00
18 BBT FUND LP 700,000 500,000 +200,000 +40.0% 0.5% 06/30/00 |
