Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Stitch who wrote (8088)	3/10/2000 11:35:00 PM
From: Tom Simpson	Read Replies (1) of 9256

<<For Tom and Yogi I would say it was a bit too early to divest Seagate>> And u b absolutely rite....I sold Cypress in high twenties, I started selling off PBTCX at 30, 80% sold by 65, last 10% here at 116. And I bailed out of Cisco long ago when it hit the astronomical PE of 90. So far I am infallible....every single thing I've sold is higher, yes mostly much higher :o) Its interesting actually. I just bailed out of SEG precisely because VRTS is such a huge chunk of its valuation, even as discounted for taxes. Getting the drive business for free is great only if you want to invest in VRTS, and I don't. Quantum looks to be a bit more predictable play on DD industry recovery potential at this point. But then I've been uniformly wrong so far, leaving bundles on the table for the much smarter folk :o). I'll be very very interested in any numbers you come up with Stitch. I'm still looking for some actual sign that the down trend in avg platters per drive is really going to change its slope anytime this year. Best Regards.....Tom

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