Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 243.29

+0.6%

3:59 PM EST

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To: Stitch who wrote (5045)	12/2/1998 4:46:00 AM
From: Z Analyzer	Read Replies (1) of 9256

Its been too quiet here while things have apparantly been improving. If it hadn't been for Intel, this strength would have been a surprise. Do we have any more confirmation of disk drive strength other than the Morgan Stanley report on this thread and the First Boston comments on the SEG fundamentals (Stich, couldn't you hve found a word we could abbreviate?) threads? Amazing to see the market so excited about WDC which is projected to lose $.90 in the strongest seasonal quarter. Just goes to show how the market values improvement regardless of where you're coming from or how far you have to go. Z

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