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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 140.22-8.9%3:59 PM EST

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To: Z Analyzer who wrote (7216)10/14/1999 5:39:00 AM
From: Mark Oliver  Read Replies (1) of 9256
 
I'm still here, but not sure I have anything useful to say about SEG. Like many, I've also moved my interest to more stable growth industries. There's just no good percentage in Disk Drives. Maybe you can play the swings up and down, but essentially, it's a lousy way to make a long term play which gives you great risk for the short term trades if you're wrong.

But, I am long on Hutch.

Can't say I liked seeing SEG drop on what seemed like good news. Intel buggered the day. And, if they have trouble it's a problem.

Looks like we have a little reason for concern over the last quarter. Maybe just October jitters? Or, real problems exasperated by y2k?

Regards,

Mark
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