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

To: Sarmad Y. Hermiz who wrote (10813)	10/15/2003 11:34:24 PM
From: Sam Citron	Read Replies (2) \| Respond to of 11057

Sarmad, These are very reasonable points. Much better to use reason than to simply assume these things are simply blatant attempts to manipulate the market. I don't think Mark Miller is unethical, although the mid-day WDC slap may have been an attempt to juice his MXO recommendation. I basically feel that due to his previous frustrating experience working at RDRT, he honestly believes that their problems can never be fixed. He detests the head business so much that the only HDD company he likes right now is MXO, which has no captive head capacity at all. MM has probably been traumatized by previous transitions to such an extent that he simply can't believe WDC-RDRT can succeed with the 80GB transition. Therefore, any shred of evidence of any difficulty whatever will be trumpeted by him in an attempt to justify his own prejudice. But this is not analysis. It's more like psychoanalysis. Who cares, really? If we are lucky, we get another chance to buy WDC at 10. As you say, yield issues are part of every product cycle. Sam