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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Madden who wrote (8119)	3/18/2000 5:05:00 PM
From: Sarmad Y. Hermiz	Respond to of 9256

>> Western Digital held the most stable prices for the quarter so far. Their average sampled drive dropped $1. If they kept their unit sales up, Western Digital will surprise many this quarter. << Thanks Mark. If after all these months of disk demand going up, and supply going down, they are still surprised, its their own fault. But you are right in that there are still many skeptics, even among the most knowledgeable people who post here. The missing ingredient for an explosive rally in DD stocks so far has been analyst upgrades. Well they just started last week with Robertson Stephens upgrading MXTR, HDD and WDC and setting price targets 50% above current prices. -Sarmad