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


To: CalculatedRisk who wrote (7335)11/10/1997 3:56:00 PM
From: Gregory Cole Brock  Respond to of 11057
 
CR,

I like your thinking. I do feel like the bottom is somewhere near.
Atleast they don't seem to be loosing mkt share. And they will license the IBM technology (they have a history of doing so anyway).
I think Solomon was playing dirty pool when they downgraded today- since I think they were the ones shorting it (weren't they the ones with the large option position-buying puts and writing calls?) I guess they didn't get enough of a drop on Friday.

Greg



To: CalculatedRisk who wrote (7335)11/10/1997 11:17:00 PM
From: Pancho Villa  Respond to of 11057
 
CR: I bought today. $233/8 could have waited a bit. This stock has been nice to me. First got in at 52 (befor split). Sold to soon at 38 after split. Now I am catching it again. By the way check out SEEC very very similar to ACLY. I made a few posts available at rogers (a way of returning the favor)

Pancho



To: CalculatedRisk who wrote (7335)11/10/1997 11:42:00 PM
From: nonzeroa  Respond to of 11057
 
Good to see you on a common long CR! I don't pretend to be smart enough to forecast disk drive market share but have been establishing small long positions in most of the large manufacturers. Have you looked at net working capital at some of these?