Western Digital (WDC) Message Board

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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: Sarmad Y. Hermiz who wrote (10898)	2/27/2004 12:08:54 AM
From: Sam Citron	Read Replies (1) of 11057

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 What happened to your holdings in the crash? When did you sell these other holdings? Has the 300-500% gain in WDC not yet made up for them? The concentration doesn't bother me. I just got used to it. I certainly hope you don't end up like that cooked frog. There are benefits and costs to concentration. The dangers can't be overlooked even if we both think the stock is too cheap here. You have already crossed the Rubicon with your 400% gain over 2.5 years. That's extraordinary. Wouldn't the further 100% gain that you want to achieve from here be more safely pursued in a combination of say three or four good companies. Why do you insist that WDC is the only fish in the sea? Sam

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