wayne: re <<...even after the supply situation clears up, most investors will be afraid to hold these stocks even wneh earnings start to improve again for fear that the next price war is not far off.>>
Yes, I agree!!!
Further, when the big rally comes, and, yes -- it will, we'll then see which stocks bounce quickly and which will remain passive!
Unless, RDRT can show they are taking corrective measures to circumvent the South Korean and whole Asian fiasco its not likely that the stock will do a dead cat bounce...WDC, SEG. QNTM, et al, are dead cats for a while...not a question of Supply but of current and intermediate term demand. But I'd certainly love to be proved wrong, since a large percentage of my holdings are DD makers...20/20 hindsight! What can I say! Too late to sell - and too scared to buy MORE!
FNS
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