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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 179.56+0.7%Dec 24 12:59 PM EST

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To: Z Analyzer who wrote (7260)10/27/1999 8:44:00 PM
From: jfrancis  Read Replies (2) of 9256
 
Z and others, I wonder if you would comment on something that is puzzling me. The disk drives and htch are so beaten up because demand doesn't seem to be there. Now are we in some kind of permanent slowdown or in the greatest buying opportunity around if we are long? It seems to me all this talk of the internet revolutionizing everything is only beginning. Aren't disk drives going to be needed for everything from car computers to t.v.'s or are they becoming obsolete, replaced by something else. My boss was showing me his new phone which gets e-mail, stock quotes, pages and many things for which people use computers. The question I have is are we going to look back two years from now and only wish we had sold everything to buy disk drive companies, or is technology evolving into something else making companies like htch and seg future dinosaurs. Thanks for any opinions. What is the potential for disk drives getting hot like the internet companies? jf
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