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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: Frodo Baxter who wrote (2924)	3/26/1998 10:01:00 AM
From: Robert Douglas	Read Replies (1) of 9256

Can you see four dead bodies in tech? No, but I can see one dead body from many different angles. The distinction is that we have had the problems in the PC industry ripple through many different companies, from the retailer all the way through the semiconductor equipment companies. What has caused the PC problem, or is it really a problem at all? My feeling all along has been that this has been a normal inventory correction exacerbated by the problem in Asia. If I am right, then the skies will clear and that dead body will turn out to have been someone taking a nap in the warm sun. Can you do the resurrection shuffle?

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