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Technology Stocks : Full Disclosure Trading

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To: Gottfried who wrote (6515)	7/25/2003 10:29:07 PM
From: Sam	Read Replies (1) of 13403

OT--WDC Gottfried, RDRT has been miserably managed for years and years now. The heads business isn't an easy one, but if WDC can get it under control, this could be a great deal for them. Or it could suck them dry, as DEC's heads business threatened to do to QNTM years ago. That is the risk. But RDRT's management was so bad that anything will be an improvement. The question is can WDC get the R&D part of it down? They have some cash to play with and buy some talent. I sold my WDC awhile ago way too early at a little above 7. I'm still on the sidelines with it right now, as I expect the market to correct in another month or two and I'm not making any new investments, just selling as we rise. But I'll keep watching the stock with interest as things settle down in here. Could be a disaster or could be a great move. ( How's that for waffling? Guess I should be a politician, huh?) Sam

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