Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 212.19

+5.9%

Jan 12 3:59 PM EST

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To: Yogi - Paul who wrote (8733)	9/22/2000 1:18:44 AM
From: Stitch	Read Replies (3) of 9256

Yogi, <<Does it not bother you though, not as an investor but as one intimate with the industry that 4 qualification announcements for Readrite was worth about 50 million in market cap whereas a highly speculative (IMO) venture into a new business with a mere 30 million or so investment was worth $200 + million in market cap.>> Not much more then the dot com craze bothered me. But what you describe is the very nature of the beast as it were. For sure there will be an eventual normalization. You saw my fear of that with my early exit from RDRT. Now it looks like a flood at TDK may buoy it some more. This market is not like any before it IMO. Thats why I play with a whole lot less of my money then I used to.It befuddles me as well. :) Best, Stitch

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