Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 279.69

+10.7%

3:59 PM EST

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To: Yogi - Paul who wrote (2733)	3/9/1998 6:55:00 AM
From: Pierre-X	Read Replies (2) of 9256

Re: Shopping list Having been through this sort of exercise directly and vicariously many times, I can tell you that if your target prices materialized there would be significant exogenous events that would damage and perhaps destroy your will-to-buy. Psychologically speaking, the prices that you are presenting are ex-post desireable prices, meaning that you wish you could have bought at these points. But think about this: at some point in the not-too-distant past, all these stocks actually were at these prices--and you didn't buy. So what's different now, other than an actualization of a state of the world in which these companies all subsequently went much higher? Perhaps an oblique but more revealing question is: why isn't ORCL on this list? or SGI? God bless, PX

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