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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 280.49-0.7%9:44 AM EST

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To: Z Analyzer who wrote (4489)9/20/1998 1:36:00 PM
From: Mark Oliver  Read Replies (2) of 9256
 
<Without TSA HTCH is a very troubled commodity producer which fits your description. But if the thesis holds and they own the suspesion technology which will soon go into virtually every computer in the world, its a totally different ballgame.>

Have to agree with you. I watch this closely. I just wish I felt better about their performance going into this point, but you are correct if they can get a monopoly it will be powerful and profitable. Certainly one of the best investment possibilities in the sector if it proves true.

I just don't feel certain they can get a monopoly. I'll try to learn what I can this week at Diskcon. It's an area that I'm very interested in. Will you be there?

Regards,
Mark
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