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Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (8858)	4/22/2004 2:41:58 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT Sarmad, You have nerves of steel, my friend. If you are right, you deserve Institutional Investor's "Analyst of the Year" award. Conventional wisdom goes: "all sectors of the (hard drive) market are now ill and relief will take at least a few more quarters." [Goldman's Laura Conigliaro bigcharts.marketwatch.com{503D1C0D-D620-4CC3-B7A6-170B5390EA31}&newsid=813834399&symb=WDC&sid=5400 ] Doesn't even bother to differentiate one company from another. Assumes they are all just commodities. It appears that the market is expecting WDC to disappoint. If I had to take a wild guess, I would look for 22 cents - beat by a penny - still excellent, relative to expectations. Guidance will be crucial, however. I'll probably wait it out, unless maybe I can get some < $9. Sam