SYQUEST Message Board - Msg: 4245768

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Technology Stocks : SYQUEST

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To: Maher Sid-Ahmed who wrote (6256)	4/28/1998 9:30:00 PM
From: Rocky Reid	Read Replies (1) of 7685

Do not make the mistake of comparing apples to oranges like so many Iomaniacs do. SYQT and IOM ARE NOT INTERNET STOCKS!!! They are in completely different businesses than YHOO, XCIT, and AMZN, with completely different business models. Are valuations for these companies high? You bet. But future expectations is why these stocks are flying. IOM and SYQT languish because the future looks very grim for them. They are in a commodity sector, and this storage sector is undergoing rapid price reductions and cost/MB competition. Not to mention Sony and Castlewood coming soon.

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