Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Frodo Baxter who wrote (1589)	11/19/1997 2:32:00 AM
From: Gus	Read Replies (1) of 9256

Don't take it personally, cheerleader. You deserved it considering how you were blocking the flow of quality data with the blunt way you were waving your clumsy wit around. Plus you were flat-out wrong on the cash flow hedges, among other things. Cheerleading without showing any skin does that to ya. Look, ever since the June quarter, one of the most important questions that any disk drive investor had to answer was what was SEG going to do with 50 or so million of disk drive capacity as more competition ate into the margins of its franchise. Instead of participating in that process you were more interested in the non-essentials. Some of us hunkered down and when we found the data points we were looking for a few months ago, we stayed faithful to the data that showed the overcapacity in the industry. What were you doing? Buying options? Tell me again about wishing. Stay in school.

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