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Technology Stocks : Storage Dimensions - STDM

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To: kvogel who wrote (177)	8/22/1997 9:10:00 AM
From: TLindt	of 311

Think you're correct.. One thing I have noticed about the market lately is this. In the Techs there is a perception that were are in for a Block-Buster fall leading into Christmas. Those Companies that are to benefit the most have to do with hardware inside the computer vs. software which will lag this trend.. Seagate came out the other day and said that they are experiencing yet soft sales, which they expect to ramp up in September. I haven't see any concrete expectations on the Commercial end of the hardware market.. but I am expecting that there will be a carryover of some degree. And it sure seems that the Issues are following the above trend.. ie the hardware folks aren't swinging about so much.. and even putting on gains. If anyone has any information on the Commercial end of the market I wish you would share the links. Personally I'm betting the Consumer trend is going to fuel the Commercial sector, whether or not justified... and then expect the Commercial to pick up in the Spring of 98 on it's own merits. Commets are more than welcome... Karl, I think I'll double up today... Like to get $6.00

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