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Technology Stocks : Western Digital (WDC)

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: Sam Citron who wrote (10897)	2/26/2004 10:00:38 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 11057

Sam, WDC is a bit more than 50% of my worldly holdings. Mainly because my wdc shares have gone up 300% to 500% in the past 2.5 years. I have been adding on dips, and selling a little on rises. Until the bubble crash, my portfolio usually had approx 40 to 60 names in all sectors. However, to recover from the 2001 crash, and make up for lost time, I decided to concentrate on a high potential stock that could go 10x. And IBM or Caterpillar would not do. It had to be a company that had survived a shakeout and was in an essential industry. WDC was (and is) perfect. The concentration doesn't bother me. I just got used to it. It seems that with time, coping with a stressful condition just evolves to seem normal. Which it does to me now. I think this is akin to the frog sitting in the pot of warming water. Until it gets too hot, and he gets cooked. I plan on holding most of the position until wdc is in the 20's. Though I will start selling at 17. Sarmad

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