Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 264.40

-8.9%

11:27 AM EST

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To: Z Analyzer who wrote (2476)	2/13/1998 5:35:00 AM
From: Stitch	Read Replies (1) of 9256

Z, Sound reasoning. As to suggestions: I do not look too far beyond the DD sector. Its what I feel I know best. But I have been flirting with investments in Asia some and follow the Hong Kong and Asia threads closely. I also now have a small position in VECO and ZIGO. They are not exclusively DD so maybe they represent a way for you to hang in a bit. I am very bearish on HTCH and all the component suppliers right now. They are bleeding with the exception of HMTT. In the media group there really is only one lonely non-vertically integrated account and thats Samsung. There is the removable guys, of course, (Iomega and Syquest) but that isnt big volumes. I just wouldn't want to own any of the 6 or so independent media suppliers right now. In heads its almost as grim IMHO. Best, Stitch

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