Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Stitch who wrote (3058)	4/26/1998 3:32:00 AM
From: Pierre-X	Read Replies (1) of 9256

You're forgetting something. In an (admittedly stale) report, 60% of enterprise users were cited as still running Win 3.x. 16-bit, we're talking. With Y2K around the corner I'll bet a lot of enterprises will transition to 98 from the 16-bit platforms, and upgrade the hardware at the same time with these seg-zero deals. Hardware upgrades => new HDDs. So why don't I own any HDD stock?? <g> I think I'll wait for the release and see what happens to the vanguard. There will be plenty of time to get in after, with much less risk. It never fails to amaze me how easy it is to get advance info on product trends, and cash in on the quarterly report spike (e.g. TDFX). God bless PX

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