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Technology Stocks : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (10773)	9/5/2003 2:54:48 AM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

Sarmad, You know these companies better than I, which is a good thing because you have a lot more shares. I don't see it so much as a MXO v. WDC thing as Arbpro apparently does. Perhaps he is a pair trader, long MXO and short WDC, but I am long both because I think they are both fine companies. Although they have somewhat different strategies at this point concerning vertical integration, I think both are likely to do well during this upturn. One reason I find both interesting is because cheap ATA drives are steadily migrating into enterprise SAN and NAS arrays. fcw.com That business tends to do especially well as we head into the latter portion of the year. Sam