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To: Sarmad Y. Hermiz who wrote (7090)	11/10/2003 12:48:38 PM
From: stox19	Read Replies (1) \| Respond to of 13403

WDC bot 300 @ 12.95

To: Sarmad Y. Hermiz who wrote (7090)	11/10/2003 1:42:43 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

TDSC Bot 240 9.03 New position. CC this afternoon. Too cheap relative to SSYS at P/S=1.

To: Sarmad Y. Hermiz who wrote (7090)	11/10/2003 3:23:23 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

MXO B 400 11.31 13:43 ET Hoefer & Arnett recommends buying drive stocks during the technical correction. : Hoefer & Arnett highlights several factors that the firm believes are contributing to the recent weakness in the drive stocks. Seagate has been recently rocked by several factors including SCSI share lost, disappointing December quarter forecast, SEC investigation, and a recent downgrade. The firm believes the weakness in STX has unfairly influenced investor's sentiment about the other drive stocks. Hoefer & Arnett suggests the recent weakness in the drive stocks have produced compelling valuations with STX, MXO and WDC all now trading at 2004 PE's of 13 or less. The firm believes Dell's report on Thursday, 11/13/03, will confirm its stance that the coming year will see significant improvements in the outlook for computers and peripherals and recommends that investors look for buying opportunities during this technical correction in the drive stocks. www.briefing.com