Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.11

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3:59 PM EST

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To: Tom Simpson who wrote (9182)	12/10/2002 5:08:14 PM
From: Gus	of 9256

Try not to get faked out of what seems to be an inevitable rotation of institutional money from the storage networking sector to the disk drive sector during the next 18-36 months. Would you believe that at their respective CY2000 peaks, Brocade had a market cap of nearly $30B and McData had a market cap of nearly $15B despite the fact that their market won't even be an $8B market in 2005? If the $20B a year disk drive industry can convince people that it has finally changed then look out because this sector will have growth-oriented institutions mingling with the value-oriented institutions that currently dominate the trading of these stocks.

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