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

To: Johnathan C. Doe who wrote (7791)	11/22/1997 7:43:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 11057

WDC: DEUTSCHE MORGAN decreased estimate for fiscal year ending 06/98 from $2.10 to $1.65 on 11/18/97 WDC: DEUTSCHE MORGAN decreased estimate for quarter ending 03/98 from $0.50 to $0.34 on 11/18/97 WDC: DEUTSCHE MORGAN decreased estimate for quarter ending 06/98 from $0.68 to $0.42 on 11/18/97 WDC: DEUTSCHE MORGAN decreased estimate for quarter ending 09/98 from $0.71 to $0.45 on 11/18/97 WDC: HAMBRECHT&QUIST decreased estimate for fiscal year ending 06/98 from $1.80 to $1.40 on 11/19/97 WDC: HAMBRECHT&QUIST decreased estimate for fiscal year ending 06/99 from $2.50 to $2.00 on 11/19/97 WDC: HAMBRECHT&QUIST decreased estimate for quarter ending 12/97 from $0.26 to $0.20 on 11/19/97 WDC: NATNBK MONT.SEC decreased estimate for fiscal year ending 06/98 from $3.15 to $1.45 on 11/19/97 WDC: NATNBK MONT.SEC decreased estimate for quarter ending 12/97 from $0.84 to $0.25 on 11/19/97 WDC: SOUNDVIEW FINL made new estimate for quarter ending 03/98 of $0.32 on 11/21/97 WDC: SOUNDVIEW FINL made new estimate for quarter ending 06/98 of $0.37 on 11/21/97

To: Johnathan C. Doe who wrote (7791)	11/22/1997 8:58:00 AM
From: Thomas George Warner	Read Replies (2) \| Respond to of 11057

Your post is indeed rambling. On 11/14 you bought into the Dd stocks for some reason than sold and are putting the money into ASND?????? Your next to last paragraph "I think we have..." contains information that is several years old. You need to get current. There is furious activity both within the telecos and the cable co. bandwidth is increasing dramatically to the end user. Ever hear of @home as one example????

To: Johnathan C. Doe who wrote (7791)	11/22/1997 11:52:00 AM
From: PeterR1700	Respond to of 11057

Jonathon - thanks A LOT for all your thoughts re: WDC et al. I agree with you wholeheartedly about the future and the longterm efficacy of technology. Today, in the LA Times, there was an article about growth industries for '98 and computers and related gear are #1. <<What I am doing is NOT buying anymore WDC at these prices.>> I'm also in agreement here. My cost on WDC is high 30's and I like the price at this level. But until smarter people than I start getting back into the stock, I'm going to wait it out. Most of my portfolio is in the techs. COMS, CPQ, INTC, MSFT etc. My gambling money goes to "good ideas or good stories" such as AMTX, HPRT etc. I was fortunate to get into the above techs a while back so my per share cost is reasonable and worth hanging around. (I don't day trade.) Here's an unsolicited "tip" that is INCREDIBLY SPECULATIVE. CSMA is a bb stock. I bought at .65 two weeks ago. It's now $1.30ish. There's a thread - lots of hype - but who the hell knows. Again, thanks for your time and thoughts. Peter