PC Sector Round Table Message Board

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Technology Stocks : PC Sector Round Table

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To: Yogi - Paul who wrote (1891)	8/11/1999 12:11:00 PM
From: Mark Oliver	of 2025

Brush up on SSD's? Is there really any value investing to be done here? Product wise, I would seem that DSS would be more related to higher speed memory technology and it's falling ASP. Looking at T and still wondering. This company is not a quick mover and they might be spending more cash on the Media One deal than we'd like to see if the stock stays down. Now, can they do some timely manipulation to get the price up and avoid paying cash guarantees? Funny enough, Ford interests me now. Paying near 4% div, PE under 10 and earnings with potential for spinning off another unit to unlock value. Hutchinson getting back down to 22 range. Seems like a good low entry point for their trading range. Will they break 20? Has the HDD sector taken enough of a beating yet? Win 2000? Don't know much either. Upgrade stimulous? Don't know yet that this is a reason to upgrade. Was Win 98? In fact, is there a slowing of buying as people anticipate the upgrade? Seems like NT upgrade is more important at the moment with all the old biz computers that might be buggy. My current focus is more on internet spreading to new devices. Yes, I also miss Pierre and Stitch. I hope Stitch didn't feel any problems from his public opinions conflicting with work. More likely, I think he got a little concerned about this hobby of typing too much when you should be outside playing. For me, I'm hesitant to buy anything. Are we almost past this down period? Will the market slowly crumble until we get the next interest rate hike? Do you think Antec has another leg up? It's not nearly as responsive as HLIT to this expected upgrade cycle. I'm tempted to do some call writing on Antc, but that would surely mean they'd run away. Regards, Mark

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