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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 198.47

-9.6%

9:49 AM EST

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To: LK2 who wrote (3477)	6/2/1998 9:55:00 PM
From: Yogi - Paul	of 9256

Larry, *Still ODD Topic * <<Ford (F) rose as much as 2 1/2 to 55 3/8 after the automaker said it is realizing millions of dollars in computer tech savings. Salomon Smith Barney recently raised the company's rating to "buy" from "market outperform.">> Chrysler there too. Follow link to a wonderful speech by Harvey Seeger. Disintermediation <G>, e-commerce, great stuff. geis.com At the time, this speech was a factor in adding even more shares of GE to my portfolio. One line even saved me a bundle by presenting a contrary view to my thought process at the time. <<Indeed, in the past several years, the world of information technology has shifted away from process driven computing - with a focus on storage - to network-based computing - with a focus on access.>> Yogi

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