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To: Stitch who wrote (11640)	3/26/1998 7:02:00 PM
From: T Bowl	Read Replies (2) \| Respond to of 12298

<<Those that are thin include WDC (they stupidly spent their war chest on their own stock at 44 bucks a share and now have diluted with a convertible)>> What are we all becoming Lawrence puppets? ;) Thanks for your insight Stich. I still say the Stitch/Lawrence fund will get ALL of my money(what's left of it) if you guys ever decide to take the plunge... With him twiddling the #s and you watching the sector it would be a good bet. todd

To: Stitch who wrote (11640)	3/26/1998 7:06:00 PM
From: Greg Jung	Read Replies (1) \| Respond to of 12298

re: WDC Those that are thin include WDC (they stupidly spent their war chest on their own stock at 44 bucks a share and now have diluted with a convertible), Komag, STMD, AMC, and RDRT. Maybe buying their own stock was unwise, but WDC has no debt whereas SEG, QNTM have debt/equity ratios 0.23, 0.51 (with $5+ cash per share, each, where WDC has $1.35 or so). Why do you think they are thin, now?