Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.47

-4.3%

2:04 PM EST

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To: LK2 who wrote (1329)	10/24/1997 12:10:00 PM
From: Sam	Read Replies (1) of 9256

Larry, I'm sure that Al feels pretty beleagured right now, and, to him, it probably feels like the "bad old days". But there is a big difference between having 60 vendors and 4 or 10 or even 15, depending on how you count them. All of these technology businesses are cyclical to some extent. But that doesn't mean that they aren't growth businesses at the same time. As long as drives don't become DRAMs, stockholders and management will be rewarded. (Of course, managements will probably figure out a way to be rewarded regardless, unhappily.)

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