Disk Drive Sector Discussion Forum 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.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 169.81

+0.5%

Dec 8 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stitch who wrote (5692)	2/26/1999 10:28:00 PM
From: Yogi - Paul	of 9256

Stitch, <<Robert, I think the summary PC forecast posted suggests it is time to get serious about discovering an appliance play. Any thoughts to add to that discussed on the PC thread?>> Start at Seagate: seagate.com seagate.com Move on to Sun Micro :http://www.sun.com/consumer-embedded/ (the link is just a starting point) Of course the potential of appliances is being explored by all the heavy hitters-- Sony, Phillips, IBM, CPQ, MSFT, Intel. Interesting market. I'm going to let you guys find a bottom. I'll start putting money back into CPQ, Dell, Quantum after they have made a 20-25% recovery from wherever the bottom is. I'll let you home run hitters take your hacks down here. Yogi

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next