Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 164.22

+2.6%

10:23 AM EST

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To: Z Analyzer who wrote (8244)	4/14/2000 11:28:00 AM
From: Yogi - Paul	Read Replies (1) of 9256

Z, <<Smart momentum investors and those who became momentum investors in time did well.>> Flexibility or the ability to adapt successfully to the prevailing environment is the essence of functional intelligence. The great challenge is, of course, predicting accurately the future environment. Want an MBA in momentum investing? Go surfing. Anyway, I'm looking to get back into the game here. I thought the market would be in for a tough summer but at least some of the excesses are getting wrung out now. On topic, Maxtor, HDD, and (to a lesser degree) Rdrt and Htch look very interesting to me for a long term investment. Does anyone have a bear case for them-- other than historical performance. What percentage of total disk drive production is concentrated in a geographical region-- would I be taking on inappropriate political or natural disaster risk by making a substantial investment in this industry? Pretty close to buying back into this market but still wary, Paul

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