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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 139.09-0.8%3:59 PM EST
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To: shane forbes who wrote (3124)4/29/1998 11:37:00 AM
From: Tom Simpson  Read Replies (1) of 9256
 
>but he seems adamant:
or perhaps just wishful :o)

But maybe its time we discussed these basket cases. Namely RDRT, KMAG, APM. For openers....

1. They all have the MR work ahead of them.
2. WDC has to do very well and eat lots of parts.
3. SEG has to get and stay less vertical (and do well and eat lots of parts).

Looks to me like a tough row to hoe.

Re bashing Asia. We should also note that Asia has no lock on success stories. They have Micropolis and we have HMTT.

Best Regards....Tom
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