Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 161.03

+3.5%

Dec 4 3:59 PM EST

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To: Yogi - Paul who wrote (6670)	6/21/1999 6:14:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

>On a more grounded vein, you have any analysis of this really bizarre but incredibly interesting day of trading disk drive and component stocks? I have some WAGs about money returning from cyclicals back to tech, but who cares. I don't own markets or sectors; I own individual stocks, and even then, I'm usually pretty hedged. The gaggle of IPOs coming this week is pretty ominous. Lots of short candidates in the mix, if that's your predilection. I mean, come on. Salon.com? pshaw. p.s. Generally, though, I'd pull in my horns. Respect the Greenspan-Yardeni model.

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