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

To: Sarmad Y. Hermiz who wrote (10883)	2/25/2004 12:00:09 AM
From: Sam Citron	Read Replies (1) \| Respond to of 11057

That's surprising, Sarmad -- another price increase attempt, and this time gaining traction. I look forward to hearing reaction and commentary from the analysts who were recently predicting return of price war doom and gloom.

To: Sarmad Y. Hermiz who wrote (10883)	2/25/2004 5:10:33 PM
From: Sam Citron	Respond to of 11057

No gap and crap today. Nice to see some green on the screen for a change, Sarmad, with MXO +7% and WDC +6% looking best. Good piece of intelligence on those price increases. I assume your Yahoo source got his info from the MXO webcast yesterday afternoon from the Goldman conference? I'm sure our analyst friends will tell us to buy after they let their best friends know first, of course. I guess this is how the game is played - perfectly legally, of course. Call it selectively lagged dissemination of information. Institutional traders traditionally get the news first followed by top retail clients and the upgrade PR comes last. So if there is any spike left on the delayed upgrade, that's probably a reasonable tiome to take some profits. At least, now that we have the net and Reg FD, the playing field is a bit more level than it used to be, though it takes work. Thanks again for the heads up. I should have upped my position size in these two names today. Sam