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To: E. Graphs who wrote (10645)	3/6/1998 1:43:00 AM
From: shane forbes	Respond to of 25814

//ot E thanks for that. I knew I was early with WDC but figured what the heck. What the heck is right! Looks like they are testing those lows again. Don't think they'll quite reach the lows. I'd be disappointed if WDC went below $15. I like HMTT quite a bit. It was a toss up between INVX, HMTT and WDC. Went with WDC because of the total and utter commodity nature of the products. This is one of those MU type plays that I generally do not like to invest in long term but will occassionally take a gamble on. My one big concern with the hard drive companies is how will they do in the sub 1,000 PC market. Am willing to gamble near term. Figure there's a good shot for a 50%+ return over 12-18 months. Still not much fun seeing them going down this fast. Unit demand still very strong. Now only if Fujitsu will just go away! Shane.