Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 214.06

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3:59 PM EST

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To: Stitch who wrote (8710)	9/19/2000 10:04:27 AM
From: Yogi - Paul	Read Replies (1) of 9256

Stitch, <<unannounced developments I believe Komag has underway in other markets...>> Yeah, yeah yet another photonics play. Meanwhile, GLW announces it is about to be a genomics/photonics play. They are leveraging their experience in glass cookware to enter the hot genomics area (and maybe get an even higher multiple). Seems like anyone with any experience in putting a thin film down is making a hot market announcement. I guess you can't blame them but are they looking for a market cap pop or do they really think they have the expertise to enter the market efficiently and profitably? I don't know why this burns my butt but it smells like a market frenzy top when all you hear is "Me Too". Paul

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