From the Trading Desk Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : From the Trading Desk

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: fiberman who wrote (1837)	12/2/1997 9:06:00 AM
From: steve goldman	of 4969

Fibe, I like the area, good companies, just a lot of pricing pressures. The management of these companies is top notch and they should be able to make cuts and adjustments to address these concerns. Most of the companies I like are trying to get more into the upper end- enterprise hard drives area, the upperend, higher margin products. We all know that 3.1 gig hard drives which were unthinkable about 2 years ago, now go for $200 in Comp USA, etc. Nonethless, my approach to this sector is a long term one. It will take a quarter or two to work out the problems. Nonetheless, somewhere before that, these stocks should recover. Consolidation would be nice. Regards, steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next