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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Tom Simpson who wrote (3110)	4/28/1998 6:41:00 PM
From: Yogi - Paul	Read Replies (1) of 9256

Tom, <<And what might you say a thrifty fellow ought move his long term dollars on to?>> The only significant change in my long term holdings has been the addition of IBM. I liked their new (I perceive) aggressive posture in storage and I believe they have seen the wisdom in aggressively "managing" their earnings number ala GE. I do find myself overweight in information services with investments in Unisys, GE, and IBM. I continue to add to my GE position (my largest holding) because they are (probably) the biggest single beneficiary of technology, e-commerce, and communication speed. Note, however, that I have held GE for nearly 10 years and I am probably to "close" to the stock. <<And who am I to question the more august opinion? Still, I might ask what they projected for 1999 earnings back in May-July of 1997.>> Ah, the old question, Are the "experts" right or are they wrong? They most certainly were wrong in early 97. I am betting they are right in 98. That is what makes a market. irthrifty

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