Vanni: Thanks for your response and the analogy of teaching Sanskrit to a pony. I tend to agree with you. I share your opinion on the DD sector.
IMO, QNTM will not pick up until it is construed to be the leader in the DD sector, unambiguously, by showing earnings consistently. They have met estimated earnings so far over the last 6 quarters (?), but WS is still jittery about the uncertainty of some of the tech stocks that are badly beaten by competition.
IMO, some of the stocks will go through the roof and others will fall off the cliff. Now is the time to bet on one of the DD stocks -- the one that is expected to be the leader. After reading a lot, I tend to feel QNTM will be the leader, although SEG is using all its cash flow to burn its competitors. Both SEG and WDC have fallen, although the WS seems to believe that SEG will survive. They are all bruised, but because of QNTM's DLT business, it is still surviving in terms of meeting earnings expectations. The DD sector reminds me of the Airline industry, which was facing a similar problem (on a different plane), and is doing so well now.
I agree with you that the money in DD may be dead for a while, until a discovery is made about the leader. Do you think QNTM will emerge as the leader or SEG still has a chance?
I think, Vanni, you have a lot to contribute. I request every one to not get personal while giving opinions on the stock we are discussing, assuming that loss in investing is inevitable and gains are welcome.
Thanks, Vanni, in advance.
Sankar |
