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Technology Stocks : Western Digital (WDC)

WDC 169.43

+0.3%

1:43 PM EST

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To: Tom Schmitz who wrote (9948)	11/4/1998 6:33:00 PM
From: B Tate	Read Replies (1) of 11057

Tom Saw the end of the comment by Maria also. Someone upgraded the sector because units, inventory and margins were better. Held off on the short for the time being. Its remarkable don't you think that the stock moved so much the day BEFORE the upgrade. I have been long this thing for a couple of times over the last 18mo. Mainly due to the experience that WDC quality was the tops. Good product doesn't fix the business model though, and that hasn't changed one whit from what I can see. I like the company but until they DO something I'll play the peaks as shorts. rgds bt

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