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

To: tom pope who wrote (7155)11/5/1997 1:17:00 PM
From: Bruce Tiemann  Respond to of 11057
 
[qntm vs. wdc]

Another reason qntm is stronger than wdc is that for the last two quarters, wdc fell short, missed by a penny two ago, and missed big (but beat the downward guidance by a penny) this last time. qntm beat both times. I suppose that's worth a bunch to the street. I'm long wdc, and intend to split my position 50-50 qntm-wdc when the arbitrage ratio swings favorably to do that.

BTW I'm sure glad to see Steve Goldman here!

Bruce Tiemann



To: tom pope who wrote (7155)11/5/1997 2:03:00 PM
From: PeterR1700  Read Replies (2) | Respond to of 11057
 
Tom - I've been fairly conservative in the last couple of weeks. Bought a bit of CPQ and COMS. I try to pick long term and not sweat the ups and downs.

QNTM is definitely interesting. A previous poster is splitting 50-50, might be a good idea.

Thanks, Peter


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