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Technology Stocks : Seagate Technology
STX 292.00+5.2%Dec 18 4:00 PM EST
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To: John Wang who wrote (4345)12/19/1997 4:55:00 PM
From: Stitch  Read Replies (2) of 7841
 
John, many thanks for that link on Compaq's BTO in Europe. Those are good, hard numbers. I am convinced more then ever, that while our DD players wrestle with the current war, they must simultaneously figure out how their models are going to change with regard to BTO, as well as understand what the revelations in Asia are all about. Every time I turn around I find compelling evidence that to be in the DD biz requires balls that would fill a #10 slop jar and enough hair on their backs to weave not one, but two heavy blankets. So I wonder what that says about those of us who invest in it? We may have civilized exteriors but I suspect we are not too far removed from ancestry that walked around dragging their knuckles. What else could explain my eagerness to pick a spot to climb back on this hell wagon?
With apologies to all for irreverance - Best,
Stitch
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