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Technology Stocks : Western Digital (WDC)

WDC 270.16

+7.9%

Feb 2 3:59 PM EST

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To: steve goldman who wrote (8657)	2/1/1998 11:26:00 AM
From: Jonathan Bird	Read Replies (1) of 11057

You must be short the stock.....you were calling that persona a "blinded bull", that the CC was pathetic.... I've never shorted WDC. I am a former long. Got out in the high 30s. How wrong was that? John, you speak to confidently, putting down the thoughts of others. Clearly, YOU had it wrong on Friday and the person you called a "blinded bull: had it right, THE STOCK WAS UP 1 3/8... For the record, I said that I thought WDC would be up on friday on the Applied Magnetics thread. And yet still I thought the Conference Call was bearish. How can I do that? I said it would go up because I know what the street WANTED to hear, and I know they heard it. But im bearish because I believe I know something the street does not know, I know what the street doesn't want to hear, and I know they haven't heard it yet. No signs of improving? No sign whatsoever. They guided estimates lower for heavens sake. The estimates were already much lower then this Qtr. What kind of improvement is that? What signs of improvement did you hear? What you have on this thread(and especially on the Qntm thread) are bulls who are bullish on WDC because is going up. It has nothing to do with fundementals. I have a lot more I wanted to say but I'm off to church. Your gonna have to miss out. :) Jon Bird

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