Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 153.96

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3:59 PM EST

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To: Stitch who wrote (8088)	3/11/2000 7:06:00 PM
From: Gus	Read Replies (1) of 9256

Thanks RTS, Dick. Stitch, we may have to seriously rethink this summer slowdown scenario this year given the way that wireless is soaking up available supply in more and more parts of the technology food chain. Sandisk (flash memory) is fully booked till the end of June. The analog folks (TXN, NSM, ADI, LSI, etc) are all reporting robust order books. Here's yet another report: messages.yahoo.com At any rate, after the worst downturn in the history of the disk drive industry, it's good to see SEG smash through its all-time high with only its fourth 4+M trading day year to date. Now if only the rest of the industry would behave and follow the networked-storage script laid out by SEG -- real men have fabs so forget about contesting disk drive leadership; revenue growth and earnings will have to come from the emerging SAN/NAS and home networking markets -- the industry would be in a better position to argue for much higher multiples all around. <g> NTAP's triple-digit growth rates off a low revenue base has earned it a market cap of $36B which is more than the entire disk drive supply chain COMBINED and that should be a clarion call of sorts for these price cowboys. Notwithstanding the fact that more and more undisciplined investors are willing to sacrifice the law of large numbers as it applies to market cap at the altar of MoMo, this market valuation inefficiency is an amazing fact especially since NAS technology is the most logical evolutionary step for a disk drive company.

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