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

To: PeterR1700 who wrote (7154)	11/5/1997 11:47:00 AM
From: tom pope	Read Replies (2) \| Respond to of 11057

peter - the way my portfolio's been going recently, i would not take any recommendation from me as anything but an excuse to run for the exits... but the reasons for being long qntm - there are really just two - 1. dlt. qntm has a commanding and profitable position in high end tape storage. this gives it diversification and perhaps protection if a new price war - an intensification of what seg did at the end of the third calendar quarter - breaks out. 2. relative strength. while the ibd rs numbers put wdc at 18, qntm is holding at 91. while i certainly don't use rs as a buy signal, it is telling me that the market has supported qntm better than wdc. plug in wdc and qntm in the si chart generator to get a graphic representation of this. as i said, however, if you'd done the opposite of what i've done in the past few weeks, you'd have done very well. tom