Wait! That was our price target and other musings on Memory and storage

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We went on to make impressive sounding arguments about sociology like this artifice:
The following is a copy of email correspondence we recently had with a friend and in the same spirit as our post "Correspondence with a friend on Investing".
Help was offered after learning of tremendous losses he had suffered in a bad investment. We decided to publish the correspondence because it reflects the usual questions and fears often heard from investors as well as the answers provided - and because we think it's more efficient to provide representative correspondence once than continue to provide the same answers on an ongoing basis.
Persons names, the origin of the prime minister, and various and sundry details referenced have been either changed or omitted in order to protect their privacy - despite this, we still could not publish all of the related correspondence without revealing identities.
We were going to title this article “We’re so smart”, but we thought that there was at least a small possibility that readers would fail to appreciate the depth of our humility if we did that, so we went with the second most obvious title we could think of. Besides after SeekingAlpha’s editors picked up our article “Houston, we've got a problem - Bevilacqua” a few weeks ago and exposed it to their 50 million visitors a month by featuring it on “Market Currents”, then selecting it as an “editors pick” once we did finally submit it to on our own, we began to think that our humility may actually not be as secure as we once thought.
We thought we would take a look back at the thesis in that article, now that the period for short term capital gains tax has passed and examine how the issues performed against one another, but also against the benchmark S & P 500 (Alpha).
In the spirit of updating past articles as we did on August 10th, 2011 we thought we would do another update, albeit this time only for a bit of levity.
On January 28th, 2010 we published one of our first articles. We're pretty sure we may have been one of the few, if not the only bloggers in the world (on that day) to pose the curious question “Would the Pope buy an iPad?”. At the time Amvona had not yet become a dedicated blog (it was still a commerce site with a blog as an afterthought) and the categories were not yet focused on the topics they are today.
On August 11th, 2010 we acquired shares of Western Digital Corp. for others accounts at $24.15 a share in the midst of tremendous pessimism about the storage industry. On September 17th, 2010 we outlined a few simple views that brought about this decision and published our article “640K ought to be enough for anybody…” WDC vs. STX (we used prices as of Sept. 10th, 2010 for the purposes of the article, although the shares were actually purchased on August 11th, as noted in the article itself in reference to “early August”). On October 1st, 2010 Seekingalpha also published the article here.
Losing other people’s money isn’t as much fun as it sounds. We either bought, or gave directions to buy shares of CSCO on December 3rd, 2010 at $19.09 to folks who trust us enough to let us make some investing decisions for them; they’ve now lost 1.89% on their investment in just about two months. We have no intentions of selling; on Monday we'll be buying for their accounts.
Up until last Wednesday, February 9th, 2011 these folks were making about 15% on the same investment, since it had only been about two months, as we just pointed out, we were feeling pretty smart, and getting ready to do some bragging about our track record, when Thursday rolled around. Let’s just say it was “a day that will live in infamy” (hopefully nobody has used that line already).
Since we do a great deal of explaining how we make money for others, we thought this would be a good chance, actually the first, to explain how we also lose it.