Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 250.32

-10.1%

3:59 PM EST

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To: Pierre-X who wrote (2206)	1/13/1998 6:54:00 PM
From: nonzeroa	Read Replies (2) of 9256

Towel-chucking continued... Awesome reponse Pierre. Do you think the probablities are additive? Obviously the point I'm trying to make is that brutally low pricing (.02/M by end '98) may lead to some self correcting of overcapacity. Everyone on this thread paints a pretty compelling picture that things will continue to get worse before they get better. I just worry that Wall Street generally looks at least 6-9 months out, and like Warren Buffett says, you pay a high price for a rosy forecast. What do you think of the stock price action in the sector today? Did you cover any APM? Off topic-Any good non-DD long ideas? I've got some extra put writing capacity and can't seem to find many compelling ideas.

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