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

To: tom pope who wrote (10122)	1/21/1999 7:40:00 AM
From: Glenn D. Rudolph	Read Replies (3) \| Respond to of 11057

WDC: BEAR STEARNS increased estimate for fiscal year ending 06/99 from $-3.50 to $-3.20 on 01/20/99 WDC: BEAR STEARNS increased estimate for quarter ending 03/99 from $-0.81 to $-0.71 on 01/20/99 WDC: HAMBRECHT&QUIST decreased estimate for fiscal year ending 06/99 from $-3.15 to $-3.19 on 01/20/99 WDC: HAMBRECHT&QUIST decreased estimate for quarter ending 03/99 from $-0.65 to $-0.67 on 01/20/99 WDC: HAMBRECHT&QUIST made new estimate for quarter ending 09/99 of $-0.10 on 01/20/99 WDC: HAMBRECHT&QUIST made new estimate for quarter ending 12/99 of $0.08 on 01/20/99 WDC: Major Broker increased estimate for fiscal year ending 06/99 from $-3.20 to $-3.03 on 01/20/99 WDC: Major Broker increased estimate for quarter ending 03/99 from $-0.72 to $-0.67 on 01/20/99 WDC: Major Broker increased estimate for quarter ending 06/99 from $-0.23 to $-0.19 on 01/20/99

To: tom pope who wrote (10122)	1/22/1999 1:09:00 AM
From: Stitch	Read Replies (2) \| Respond to of 11057

tom, << I also sold my QNTM at 29 7/8, which looks good right now but might not tomorrow morning.>> Kudos man and high five. (I bought them at the close.) Now as to Western Digital. I think the longs need to study closely the Maxtor release. There is little doubt that they are gaining significant market share from WDC. It just doesn't make any sense to hold the underperformer in this volatile sector. Will WDC eventually regain a footing? Who knows. But it won't be this quarter as they scramble to get their house in order. Just a WAG but I am going to guess there will be more reorg here. Maybe even at the top. Best, Stitch