Full Disclosure Trading Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Full Disclosure Trading

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sarmad Y. Hermiz who wrote (8858)	4/22/2004 2:41:58 PM
From: Sam Citron	Read Replies (1) of 13403

OT Sarmad, You have nerves of steel, my friend. If you are right, you deserve Institutional Investor's "Analyst of the Year" award. Conventional wisdom goes: "all sectors of the (hard drive) market are now ill and relief will take at least a few more quarters." [Goldman's Laura Conigliaro bigcharts.marketwatch.com{503D1C0D-D620-4CC3-B7A6-170B5390EA31}&newsid=813834399&symb=WDC&sid=5400 ] Doesn't even bother to differentiate one company from another. Assumes they are all just commodities. It appears that the market is expecting WDC to disappoint. If I had to take a wild guess, I would look for 22 cents - beat by a penny - still excellent, relative to expectations. Guidance will be crucial, however. I'll probably wait it out, unless maybe I can get some < $9. Sam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next