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Technology Stocks : Western Digital (WDC)
WDC 163.33+3.5%Nov 28 9:30 AM EST

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To: Randy Ellingson who wrote (8363)1/3/1998 1:32:00 AM
From: Kevin F. Spalding  Read Replies (1) of 11057
 
Randy,
(In a quote of a post I made on the QNTM thread)
Couple things...(1)As of today, no mutual fund manager has to show QNTM (or WDC, SEG, RDRT, APM etc.) in their quarterly/annual report of holdings now for another three months. (2)There ain't no mo' tax loss selling (hey, I just came over here from WDC in my taxable accounts for that reason). Gut feel...most all the carnage is over. Although there may be a good bit of sideways moving goin' on over the next X months, the overall bias of this industry will be back toward the growth rate they've established. Let's get done with this poisonous asian dumping @#$# that's been going on first.
Comments???

Kevin
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