Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: Mark Oliver who wrote (4503)	9/25/1998 12:57:00 PM
From: Yogi - Paul	Read Replies (1) of 9256

Mark, Interesting WAGs. Mine are not as confident-- Company 1 month Dec 31 Feb 1 SEG. 21 23 24 QNTM 13.5 12 12 WDC 9.5 9 10 MXTR 8 8 8 RDRT 10 11 12 APM 4 3 2 HMTT Don't have an opinion KMAG Gone HTCH Don't know INVX Don't know WDC needs to go away, RDRT needs to be taken over, APM is pretty much irrelevant, QNTM confuses the F*** out of me, MXTR-- my friends like their drives but financial/political risk is to much for me, SEG-- to big to fail theory. Meanwhile there are a hell of a lot of interesting opportunities out there outside of high risk, low return dd stocks. Any money manager making a significant bet on DD sector is risking his job and Wall Street is laying people off. I'll keep my weighting in this whole group at "rooting interest" level. BTW, thanks to you, GM, and Stitch for interesting ( although depressing) posts on Diskcon. Yogi

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