Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 150.29

+8.8%

Oct 31 3:59 PM EST

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To: Sam who wrote (9239)	3/8/2006 12:16:57 PM
From: Mark O. Halverson	Read Replies (1) of 9256

I'm long a mix of WDC, STX and MXO, and wonder if the present selloff has about run its course. It seems to me the future of drives looks bright re the new markets (eg: in tv's, music players, tv set top boxes, etc.), and the present sell off is based on reports of price cutting and oversupply. Do you agree? Do you think present price cutting is temporary and that business will then continue its robustness and growth? Also, your thoughts on STX versus WDC (the analysts seem to prefer STX)? Best, Mark

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