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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 290.23+7.4%Feb 3 3:59 PM EST

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To: Mark Oliver who wrote (4584)9/29/1998 3:20:00 PM
From: Stitch  Read Replies (3) of 9256
 
Hi Mark,

Yea...I read it. Hmmm...well, to be honest with you I thought it, and some of the remarks, were out of touch. Did they listen during the analysts session??? Slowing growth rates,declining margins, little surcease in the competitive heat? Goodness, these guys were high on the seasonal spurt (and the drinks they were sharing with old comrades last week) I guess. In a tribal sense Diskcon is sort of old home week. Time to schmooze, get reaquainted with old friends etc. maybe they were temporarily lulled? I really do not see it do you?

best,
Stitch
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