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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 169.99-2.4%3:59 PM EST

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To: LK2 who wrote (1456)11/9/1997 5:39:00 PM
From: Dale J.  Read Replies (3) of 9256
 
<<Very interesting article on PC sector (including disk drive sector) posted by Paul Reuben.>>

Larry,
It was an interesting (bearish) interview. What do you think about her views?

As for me I always consider them, but never find them compelling enough to not invest in the PC technology stocks. I have heard the doom and gloom senarios for msft, intc and cpq for at least 5 years now. I think there is some merit to what she says provided there is no new inovation. But so far msft and intc have and i believe will continue to provide the inovation to keep the entire industry growing at a robust pace. Sure from time to time there will be a lull but I remember being told nobody needs a 386 for a desktop computer. I was also told I would never use up a 60mb hd. They would have been right if innovation was stifled.

Dale
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