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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 150.99

+8.6%

Nov 24 3:59 PM EST

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To: Z Analyzer who wrote (4759)	10/19/1998 12:01:00 PM
From: Sam	Read Replies (1) of 9256

Z, Here, I think, is the article you are referring to: Message 5979715 Forrester Research is the company. Good news bad news--the good news is that sales will be strong as people upgrade to be Y2K compliant, the bad news is that this will steal sales from 2H of 99. My definitive comment on this view: well, maybe. But my (not terribly considered) guess is that other things will be driving tech sales more than Y2K, like the state of our economy, the EC, Asia, LA, etc., the world financial and trade situation in general. Everything else seems to me to be small potatoes. If you read the Asian or derivative or currency threads, risk is pretty high now. If AG can pull off a soft landing here, he will deserve an esteemed place in the history of Fed chairmen.

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