Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Stitch who wrote (7702)	1/5/2000 10:28:00 AM
From: Sarmad Y. Hermiz	Read Replies (4) of 9256

Stich, Glad to hear from you. I'll let the short cover topic rest. But I really would like to know something else. As you know retail disk drive prices have been firm for a couple of months. But are they at a profitable level now ? Or do prices have to increase before the DD companies can make money ? I've noticed that the low ratings of brokers for DD stocks rests on the assumption that disk prices will drop. I don't think anyone has priced firm prices into their ratings of WDC, HDD or MXTR. So is it possible that DD companies will achieve profitability earlier than expected because current prices are holding steady ? Congrats on your Seagate move. I sold half late last year. But never got the top price of 48 1/2. -Sarmad

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