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Technology Stocks : Western Digital (WDC)

WDC 152.88

-5.9%

3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (10855)	11/24/2003 2:06:06 PM
From: Sam Citron	Read Replies (1) of 11057

Sarmad, You raise a good point, but so does Kumar. Normally a company would have no obligation to publicly disclose such information. However, to the extent that it may contradict other information that the company has voluntarily disclosed concerning the success of the 80GB transition, I would have to agree with Kumar that WDC may have a duty to disclose. In any case, I certainly wouldn't use the epithet "idiot" to describe him. You may disagree with his interpretation, but at least he is apparently going beyond the traditional function of the analyst (analysing) and ferreting out new information that the company may be reluctant to disclose. His superior fact-finding abilities IMO qualify him as a superior analyst. Sam

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