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Strategies & Market Trends : Tech Stock Options

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To: Autumn Henry who wrote (28024)	11/8/1997 4:54:00 PM
From: Heg Heg	Read Replies (2) of 58727

Autumn, I appreciate your poignant posts about the market sentiment. One question: what is the rubber band rule?? With regard to DD sector: I have got some exposure myself there and am quite puzzled about the move. With sub $1000 PCs whole new market sectors should open up and with NetPC an only distant threat all these new PCs will have new disk drives in them. Volumes should explode. However I don't know what the supply capacity side is like and whether at the same time margins are imploding!?? Are price wars still happening?? Was the SEG dumping a one-off inventory adjustment thing? Perhaps someone close to the coal-face could tell us more about this! Regards, Heg

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