Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 150.99

+8.6%

Nov 24 3:59 PM EST

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To: Steve168 who wrote (7514)	12/11/1999 11:12:00 AM
From: Stitch	Read Replies (4) of 9256

Steve; <<DDs is the time to buy now. Like HMTT>> Investors normally pay for expectations of growth. Where do you see growth in a media operation? Stiff competition, shrinking market (fewer platters per drive overtaking DD unit growth), and an accelerated approach to the end game (paramagnetic limit) is what I see. I will stay in Seagate but still see no relief for independent component suppliers. There are much better alternative investments IMO. Best, Stitch

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