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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.11-5.4%3:59 PM EST

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To: Frodo Baxter who wrote (6565)6/11/1999 8:19:00 PM
From: Stitch  Read Replies (1) of 9256
 
Lawrence,

Many thanks for the QNTM price "heads-up". It is very telling and I have to wonder at their previous gambit. This is an endurance race, for sure. You have rightfully pointed to the true "tell" in this poker game. The balance sheet is sine qua non.

Thanks for the Greenspan speech. His words are moving as they should be in a commencement address. I agree with Sam that you may be reaching to read into his speech a dig at Clinton though suspect it is perfectly natural to assume so. <G>

An OT aside: Is Richard Rosenbloom still a colleague? What has he published lately?
Best,
Stitch
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