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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 241.92+8.5%3:59 PM EST
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To: Pierre-X who wrote (1991)1/4/1998 11:55:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
<<I like your analogy to the oil business, it portrays the situation well.>>
The difference is that in this business, you need to drill a new well every 9 months because the old one runs dry. In an unattractive environment, hopefully fewer get drilled.
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