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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 160.11+5.2%3:59 PM EST

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To: Sam who wrote (9186)12/11/2002 1:01:28 PM
From: Robert Douglas  Read Replies (1) of 9256
 
Hi Sam. What happened to the good-natured guy we once knew? <g>

It might be a good idea to try and short Seagate as soon as the stock is available to be borrowed. There is going to be a lot of insider stock coming out as these guys are dealmakers and not disk drive investors. They'll want to cash out and go on to the next deal ASAP.

The biggest risk to such a strategy is that this "discovery" of the disk drive industry might really happen. Maybe a hedge with MXO and WDC on the long side might make more sense.
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