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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 178.23

+0.8%

Dec 23 3:59 PM EST

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To: john p. carney who wrote (1)	4/28/1997 2:17:00 PM
From: set	of 9256

John - on QNTM it might me a little dangerous to implement that, since right now there's a conference going on that could change the mood. volumes look pretty light today (someone please confirm) so I don't think today's rise is money managers buying. I think it's folks like you and me buying into expected good news, which would agree with your thoughts. still, I think the best policy it to take the advice of phil fisher, which is to choose a time to buy rather than a price. I think that time is after earnings are released, and if you pay $30 or $40 at that time it's good either way. whatever the price on friday or monday, you'll be able to fully confirm your bullish view before you buy it. of course if it's $50 by then so much for phil. (BTW - his actual recomendation is to buy when you see that expected fundamentals are getting in place according to plan, ie - now is the time to buy HMTT according to that thinking.) now - since this is a general thread, I'd like to hear peoples thoughts on the different operating models: seagate is a massive do it all co with big expenses but lots of power to control its own fate. quantum is going with specialization. I can't help thinking that seagate is going to make everybody else rich by acting as a sort of flywheel for the industry. pretty vague thoughts, but it's a pretty confusing situation. Shahar

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