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Strategies & Market Trends : MDA - Market Direction Analysis

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Dec 22 4:00 PM EST

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To: Zeev Hed who wrote (83804)	5/20/2003 10:32:26 AM
From: Stitch	Read Replies (1) of 99985

Hello Zeev, It has been a long time. In fact, I am revisiting SI for 2 reasons. One is to congratulate you on the nice mention in BW. It is a remarkable article about a remarkable and very savvy group in my opinion. Secondly I am back to herald new found interest in the HDD industry. We are getting close to the market mix that I always felt that we needed to reach before this industry was investable again. I know there is a lot of heartburn left over from this group of seemingly miscreants. But the industry has consolidated down to a nice mix again and I think there is some considerable upside to it. I am wondering wether you still follow it or did you check out after the AMC debacle? In any case, my Very Best Regards, Stitch

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