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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 157.11-5.4%3:59 PM EST

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To: Dwight E. Karlsen who wrote (1490)11/10/1997 8:31:00 PM
From: LK2  Read Replies (1) of 9256
 
Dwight, Lawrence Kam is probably my favorite analyst on the dd sector.
But I think your analysis is masterful.

On a slightly more practical basis, if you weren't currently invested in the disk drive sector, what action would you be taking now---

1. tippytoe into small purchases of some stocks
a. which stocks would you be buying?

2. hold off on any current buying?

3. selective shorting of some stocks
a. which stocks would you be shorting?

Thanks in advance,
Larry
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