Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 279.69

+10.7%

Jan 28 3:59 PM EST

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To: Mark Oliver who wrote (5282)	1/22/1999 12:37:00 AM
From: Stitch	Read Replies (2) of 9256

Mark, <<Stitch, have you heard anything negative to RDRT that would cause them to trade down in front of tonight's earnings?>> Nope. Nothing other then the obvious. They are still digging out but appear to have made good progress. I suspect that some exuberance hit these stocks heretofore and, except for SEG who blew the lid off, some reality checks sent short termers scampering. Even SEG corrected a bit today. (I bought it again today so I can quit kicking myself for selling it at 37). I also bought Quantum on the dip though I am still a little nervous about their business model. But I think I like what what they will do with ATL and I suspect they will climb a bit more steadily after this changeover of share owners is finished. I am not quite ready to thumbs down RDRT. Another good quarter for the sector is almost in the bag IMO. Best, Stitch Best

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