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Technology Stocks : Western Digital (WDC)
WDC 159.87+2.8%11:01 AM EST

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To: Johnathan C. Doe who wrote (7750)11/21/1997 10:44:00 AM
From: PATRICK MCMONIGLE  Read Replies (1) of 11057
 
Johnathan

Have not heard from you on the ASND thread so I figuered I look you up and see how you are doing. You made that thread very intresting with that call for for an 8 pe on ASND.
I like your style of investing and I think all your responses are well thought out and articlate. With that said I like to ask you why WDC instead of buying SEG. My limited understanding of DD says SEG is the big gorrila in the group and I asume if you play a downbeating group it is always wise to buy the biggest with the most finical resources.

My broker who I have been with for 30 years and I totaly trust has been recommending some intresting regional stocks close to his office.
The first one is MAGN a biotech company who just finished a secondary offering of 2 million shares priced at $8. The other is RFP. RFP hade outstanding last quater report but they are under followed by the street but there has been some intresting activeity in the past couple days. Here is a link to there SI thread.

exchange2000.com

I would appreciate if you check these stocks out and see what you think. Can you include your opion of AMAT

P.S. My broker has been good with his recommendations with secondarys
offerings this year he had me in THRX @ $18 and CHKPF @$21
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