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Technology Stocks : Quantum Disk Drives (HDD)

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To: Carey Thompson who wrote (75)3/13/2000 4:32:00 PM
From: Sam  Read Replies (2) of 179
 
The day closed with a block of 111,000 shares crossing at 10, clearly a buy. Nice day. But I am still amazed that both Maxtor and WDC have larger market caps than HDD, despite the latter's far superior balance sheet and position in both desktop and enterprise drives. Perhaps the other two are being rewarded for having their NAS divisions, while Snap is structurally part of DSS. Nevertheless, if there is some price stability here, HDD has a great deal of appreciation ahead of it.
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