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

To: Alastair McIntosh who wrote (10944)	7/30/2004 9:24:06 AM
From: davidtrx	Read Replies (1) \| Respond to of 11057

I'd rather own BRCD than WDC if I felt obligated to participate here in the storage device group My current estimate is that WDC is almost 3 to 1 likely to go DOWN in coming months while BRCD is better than 3 to 1 to go UP! [CSFB:] >>Conclusion. WD remains the best performing hard drive company in a very difficult environment and the stock to own for investors looking for exposure to the hard drive market. However, with a difficult pricing environment continuing into the second half of the year, we expect the hard drive stocks to perform in line with the broader market as investors adopt a wait and see approach.<< -- David