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Technology Stocks : Western Digital (WDC)
WDC 157.75+1.5%Nov 26 3:59 PM EST
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To: Pierre-X who wrote (7800)11/23/1997 10:23:00 AM
From: Zakrosian  Read Replies (1) of 11057
 
Pierre-X - I've greatly appreciated your observations and analysis of the hard drive sector and WDC in particular. Have you looked at the relationship between the PE at which WDC has traded and their projected earnings at the time? It's probably wishful thinking on my part, but is it possible that the higher PE's occur at a time when earnings are declining and the price has dropped because investors assume that at some time the cycle will reverse and earnings will rise? And, conversely, that the lower PE's have been during times of price runups because of the assumption that there will be overproduction in the near future and earnings will be affected negatively? If so, then perhaps now is when investors will value WDC at 20 times earnings, giving a share price in the low 30's.
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