Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.00

-0.4%

3:59 PM EST

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To: Frodo Baxter who wrote (6118)	4/23/1999 1:37:00 PM
From: Dave Hanson	Read Replies (2) of 9256

LK, are you still long MXTR and short WDC? Or am I recalling that incorrectly? FWIW, I'm still slightly long on MXTR, waiting for a some stability to get longer. But I'm tempted to get longer and short WDC as a hedge at these levels. Tough to see how WDC is worth notably more per share in this environment. Interesting WDC has rebounded (surprised me) even as MXTR sold off (didn't surprise at all, esp with the downgrades.) Regards, Dave

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