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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 200.46+6.8%Jan 9 9:30 AM EST

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To: Gottfried who wrote (3407)5/27/1998 5:08:00 PM
From: Pierre-X  Read Replies (2) of 9256
 
Re: Sector Longs

I hope you didn't grab any RDRT eggs for your easter basket. I'm kicking myself for not going with my analysis (covered APM early). This sector is dogmeat until the next demand driver comes along, because supply never goes away.

The great thing is, with no significant demand driver in sight, the sector could really get pounded. So when that storage feeding frenzy does come along, most of these kids will at least triple. After some thought, I canceled all my limit buys on HDD.

Looking for a sign to get back into (this) game.

God bless,
PX
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