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To: Sarmad Y. Hermiz who wrote (6353)7/11/2003 11:50:19 AM
From: BWAC  Read Replies (1) | Respond to of 13403
 
OT Yep got them. Just flipping around on GE. Maybe pick up a dividend on the way. Maybe just 20 cent flip it a day if I can keep on the right side of it and it doesn't run too high or low.

SGR I'll hold. Still looking at 50 cents earnings next year, and $90 Million free cash flow. Neither of which is bad for a $400ish Million valuation. Might add some more on weakness below $10.

Neither earnings news outcome was particularly surprising to me. Kinda as expected. Got GE to move up, didn't work on SGR. Yet.



To: Sarmad Y. Hermiz who wrote (6353)7/15/2003 9:57:50 AM
From: Sultan  Read Replies (1) | Respond to of 13403
 
Live Headline
15-Jul-03

09:55 ET WDC seen topping estimate; Lehman raises target 13.07 +0.09: Lehman believes that WDC is on track to beat firm's JunQ est of $0.18 (consensus is $0.19); firm believes that WDC experienced additional market share gains within Dell and saw sequential growth in high capacity hard disk drives during the qtr. Applying an 18x P/E, firm arrives at a new price target of $17 (up from old target of $12).


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