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To: Jan Crawley who wrote (7529)	1/21/2004 7:06:09 PM
From: Nancy	Read Replies (1) \| Respond to of 13403

Jan, MXO guided down Q1. it got murdered during CC.

To: Jan Crawley who wrote (7529)	1/21/2004 8:09:24 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 13403

OT, re wdc Jan, I think mxo liked Seagate's act so much, they are doing an encore. They are guiding to the lowest possible current quarter profit. So I think they'll be re-killed tomorrow. And very likely some of the blood will spill on us, too. On an irrelevant note, I expect WDC's earnings to be approx 32c. With record-busting shipments of over 13 m drives. However, I think some analyst will still downgrade the stock. And some funds will zero out their position. I think disk drive stocks will be out of favor for several weeks. But I am holding my larger-than-ever position. I think this is the best time in the industry in years. And eventually we'll be rewarded. Either on this earth, or (the way things are going) in the next life. Sarmad