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


To: William T. Katz who wrote (7991)12/3/1997 9:00:00 PM
From: Terry Backlund  Respond to of 11057
 
BINGO!!! Bill go for the fences!!

Life is either a daring adventure or nothing. Helen Keller

Terry



To: William T. Katz who wrote (7991)12/4/1997 10:14:00 AM
From: stkinvestor  Respond to of 11057
 
William, I agree with your pick. In my view you will be a winner early next year. Short term, WDC and SEG don't have ant competition. When WDC talks about cutting down their production in line with demand, they coveniently forget to metion that they are cutting down production simply because they cannot sell. Long term WDC and SEG are solid companies, but they will stay in hole, specially WDC until they figure out how to make MR drives.
Good luck.



To: William T. Katz who wrote (7991)12/4/1997 11:41:00 AM
From: still learning  Read Replies (1) | Respond to of 11057
 
2 months is a very short time horizon for that kind of bet. (I'm sure P-X will have some thoughts on the word "bet" :})My advice is be prepared to sit through at least a year for things to sort themselves out. Otherwise, sell on the first upside oppty.



To: William T. Katz who wrote (7991)12/4/1997 12:39:00 PM
From: Pierre-X  Respond to of 11057
 
Well somebody once said:

"Put all your eggs in one basket -- and WATCH THAT BASKET!"
<g>

PX