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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 163.55+2.2%3:59 PM EST
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To: LK2 who wrote (9098)1/22/2002 12:33:47 PM
From: Robert Douglas   of 9256
 
Also from Barron's:

McNamee sees the biggest promise in consumer technology. But traditional blue chips, such as EMC, Cisco Systems and Intel are not on the list of his biggest bets. "The big guys are going to produce underwhelming growth," he says. "In the second half of the 'Nineties, you could ride the big franchises. Great stocks and great companies were synonymous. Temporarily, the linkage has been broken."

Among McNamee's current holdings are a pair of disk-drive component makes, Read-Rite and Hutchinson Technology. Those would appear to be well-informed choices, given that he's a partner in Silver Lake Partners, which owns the disk-drive maker Seagate Technology. He's also bullish on the contract manufacturer Flextronics. And his bets on the security trend are ISS and Symantec.
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