Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.31

+3.0%

3:46 PM EST

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To: Alan Casey who wrote (6959)	8/18/1999 1:33:00 PM
From: Mark Oliver	Read Replies (1) of 9256

Alan, I think I saw HDD get an upgrade to buy yesterday from one of the big firms. Also, I think it was generally expected that there would be a storm of sell orders once the split took place as people tried to get a position in the DSS business. I suppose this selling must be pretty well exhausted and now HDD will trade more normally. Some may suggest something is up, but it may just be normal trading. I seem to recall someone saying Quantum had an equity stake in Tivo or Replay? Maybe the Tivo IPO will give HDD some added value? Interesting to see a lot of these IPO's coming on and adding more solid value to holdings for these HDD's. I saw where Vixcel (?) is having an IPO. I believe WD has a stake in this company. Gadzooks is a Seagate company. Finally, we may be at a good time of year to buy Storage stocks. They do have a yearly pattern and they are pretty severly down. Regards, Mark

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