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Technology Stocks : Maxtor (MXTR) -- Ignore unavailable to you. Want to Upgrade?

To: fiberman who wrote (162)	3/5/1999 2:21:00 PM
From: Joseph H. Leiti	Respond to of 467

Just an opinion here but I have to side with the negative at this point. I've been watching MLCO on level 2 dumping shares every chance they got over the last couple days. I'm just saying beware ... the big boys are playing with this one. I'm out at nine looking for a reentry but not until I see a couple of the players stand aside or start buying Just stating what I think I'm seeing Also I think fiberman makes some pretty good points here and while we may get a decent bounce (minor) I think the upside limit is very real until proof is laid out on the table. So trade the bounces but don't chase it.

To: fiberman who wrote (162)	3/5/1999 2:29:00 PM
From: DavidCG	Respond to of 467

Are you that daft? Why would DELL care if DELL said either "we are replacing no one with IBM" or "we are replacing everyone with IBM" They wouldn't . They care about DELL, not MXTR shareholders. So when DELL says this isn't going to impact their current suppliers (like MXTR) Guess what. They mean it. BECAUSE there is no alterior motive for DELL to lie. DO YA GET THE PICTURE? Obviously I'm a much more successful trader than you! Why? I can read and digest and interpret information! -David

To: fiberman who wrote (162)	3/5/1999 3:21:00 PM
From: DavidCG	Read Replies (1) \| Respond to of 467

NEWS REPORT (and its what I've been saying all along) >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Dell: IBM deal won't hurt other suppliers in short term By Andrew Simons, Bridge News Round Rock, Tex--Dell said today that its deal to have IBM supply $16 billion worth of components over 7 years will not affect Dell's other component suppliers in the short term. * * * There will be "no impact this year. If there is any impact it will be later," a company spokesman told Bridge News. Some have speculated that other component suppliers, including Seagate and Maxtor, would lose business as a result of the IBM-Dell alliance. Both Seagate and Maxtor told Bridge News they didn't foresee that happening since they expect Dell to continue to use multiple suppliers. End Bridge News, tel: (415) 835-7673 Send comments to Internet address: equity@bridge.com Mar-05-1999 10:39 GMT Symbols: US;DELL US;IBM US;SEG US;MXTR Source [B] BridgeNews Global Markets Categories: I/CPM I/PCI R/US CAP/STOCKS CAP/INDEX MR/NEWS >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> You have DELL confirming, and Maxtor and Seagate confirming. So if you want to worry a few years from now.. do so.. the market isn't looking to years from now TODAY, they are looking at THIS year. And that folks, is the final word. -DavidCG

To: fiberman who wrote (162)	3/8/1999 12:29:00 PM
From: DavidCG	Read Replies (1) \| Respond to of 467

<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<< Terrible HDD market conditions, Huyndai dumping their shares, losing their position at their # 1 customer, these are great indications that this thing will take off. Oh yeah!!!! I should have dumped my shares at much higher prices than 8, but I did not, but for once I think I did save some more loss. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Did I mention I was a more successful trader than you? lol Oh yeah, Merrill Lynch just upgraded MXTR to a 1 (aka a strong buy) WHOOPS! That just has to hurt! Have a splendid day. -DavidCG