Z,
<<I've noticed that even with some well connected people on this thread, the shifts in the DD industry have largely crept up on us.>>
Only for those who ignore the concept that storage is the "sun" of the information technology universe. It rises and sets and is taken for granted but if one views it as the center of the universe, one gets an entirely different perspective.
If you are stubborn and only use the information you develop by studying this industry to invest in storage stocks, then you are missing out on enlightenment.
My own interest (or obsession) with drive stocks has led to investments in cable>set top boxes and chips for same>chip equipment>fibre optics>data mining>storage management.
All of these investments originated in drive sector companies-- studying their weakness, their strengths, their challenges and asking, in a macro sense, what does it mean?
Drive stocks have always underperformed in my portfolio, except when I've shorted them (isn't that ironic) but nothing has made more money for me than my unrealized desire to understand this bizarre and fascinating industry.
If you contend that shifts have crept up on you and the other technical gurus here, than you are just not using the advantage very well (and it is a huge advantage).
<<In the meantime, others get five and ten baggers by saying, "Gee, this is an area with a future", probably based on all the attention the area has already had and because any damn fool knows it will be bigger in the future. They buy without asking an obsolete question, "For what price?" and end up fat, dumb and happy.>>
Fools make money, intelligence underperforms? You don't really believe that, do you? If so, arrogance is getting in the way of financial performance.
Paul
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