Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: Pierre-X who wrote (1754)	12/11/1997 3:47:00 PM
From: Think4Yourself	Read Replies (1) of 9256

You guys have some excellent analysis, BUT you are thinking like Westeners. Many Asian cultures, such as the chinese, have much longer horizons. Indulge me an example. I worked for 16 months at a semiconductor manufacturer in Taiwan recently. As you may know China has claimed that Taiwan is a "renegade province" of China for over 50 years (I don't remember exactly how long). On a trip into China I glanced at the map of the trainroutes and was surprised to see Taiwan on the map. Know what it said??? "Temporarily closed" BTW I STRONGLY believe that what we are seeing in these two industries is a sign of things to come in other industries as the sleeping asian giant awakens. Keep the analysis coming! Ken

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