Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.14

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3:59 PM EST

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To: Mark Oliver who wrote (4736)	10/16/1998 10:36:00 AM
From: Kevin	Read Replies (1) of 9256

New to Disk Drive Sector: Hey All! With the market on a turn-a-round, I am thinking about jumping into this sector, especially since the future seems bright for data warehousing...considering the explosion in electronic commerce, EDI, etc etc. I am thinking about a couple stocks since the index (DDX) is to pricy to make a difference. Do any of you have an opinion (of course you do) you wouldn't mind sharing on which companies stand to benefit the most from an increased need for large capacity data storage. Right now I am looking at KMAG, APM, SEG, QNTM. Any comments or opinions would be greatly appreciated because I know you all are much more verse in this industry than I am.

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