Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.56

+0.7%

Dec 24 12:59 PM EST

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To: Sam who wrote (5344)	1/27/1999 8:54:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

So the big surprise this season is the unexpected strength in Europe, right? What's a pure play on European hardware? CHS Electronics. What do you think of playing the earnings for this? Although, they might finally purchase Pinacor right after earnings and send the stock back down again. You know how those roll-upers are... they either can't help themselves or don't have a choice, since organic growth is usually mediocre.

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