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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 155.45+3.0%3:59 PM EST

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To: Gus who wrote (2866)3/18/1998 8:11:00 AM
From: Pierre-X  Read Replies (1) of 9256
 
Re: This means war

You said:
Does it not make sense that at some painful point, the Big 3 will just have to kill off its rivals' momentum even if it means sacrificing profitability even more than they are doing now? I don't think I want to have any money in this sector when that starts to happen.

Gus, that's the best summation of the situation I've seen. Comes at a good time, too; I was getting ready to shop for DD longs <g>. You're absolutely right, the dust hasn't settled yet. It's too bad none of the Up-And-Coming-3 are public. I wish I could buy IBM SSD shares ...

God bless,
PX
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