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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 176.87-2.4%3:59 PM EST

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To: All Mtn Ski who wrote (7290)11/2/1999 8:54:00 PM
From: T Bowl  Read Replies (3) of 9256
 
<<The books look awful, but at 3-1/2, it may be a good speculative bet on the DD's>> Speculative play is an understatement! You're referring to a company that has lost share to better competitors in a continually shrinking head supply biz. Are you aware of the significantly reduced component counts in DDs lately? Listen to a few of the DD maker CCs. 6 ad 8 head desktop products are not the norm anymore. This trend is doing nothing but accelerating. Why even dabble in such losing industries? Unless you want to speculate of course.

todd
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