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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.09

-0.8%

3:59 PM EST

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To: Frodo Baxter who wrote (5139)	12/31/1998 10:10:00 PM
From: Stitch	Read Replies (4) of 9256

Gentlemen, Interesting discussion. Do we really get too close to the subject that we disconnect from market mania? Perhaps. While I agree that markets are efficient it is only so over longer hauls and its clear that we do miss shorter term opportunities here. This last run up was a clear case in point (certainly to me). I think we have agreed that Hutch may not be the place for a bet right now though Z and Mark gave us plenty of chances to make money here. I am heading into the New Year still short WDC and long Seagate. Still hoping for a proper divergence in thos two bot both have sort of moved in tandem. I have been looking again at telecommunications so am open to any suggestions from the group. Anyone looking at at IDTC? Got another e-mail from B of A Robertson Stephens touting inet stocks again. God...I don't even want to think about them anymore. Spent the last week taking serious looks at all kinds of possibilities and am no more further along to any decisions then I was before I started. Happy New Year all. Hope it is prosperous and healthy for us all. Best, Stitch

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