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To: Sarmad Y. Hermiz who wrote (6417)	7/19/2003 1:55:01 PM
From: Sultan	Respond to of 13403

So much for diversifying into high quality stocks I guess depends on your definition of quality as well as valuation.. In this environment, XLNX is not exactly cheap either.. May be you should reevaluate your diversification strategy.. Your risk with WDC obviously is concentration and risking too much capital.. WDC is one stock in a sector that has reasonable valuation for sure..