Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: TEMFASSBAL who wrote (5381)	1/31/1999 1:05:00 PM
From: Z Analyzer	Read Replies (1) of 9256

<<I've said this a thousand times if I said it once..the barriers to entry in the suspension business is the single best reason to own this company. >> In addition to the economies of scale barrier you discussed, its not insignificant that you can't just mail order from Acme a kit full of "Suspension Manufacturing and Testing Eqipment" nor can you go to Kelly Sevices for suspension engineers, plant managers and even trained manufacturing employees. I'd like to hear of any more highly proprieatary computer hardware business nor one that's been dominated so long by one company. HTCH's problem has been inconsistant financial performance largely because they will go to any lengths to make sure the customers get the leading edge products. Fortunately, the are no foreseeable product transitions on the order of TSA. <<PS How'd that EBAY trade work out...or is it still working?>> I'm still short and about 12 points in the money which isn't much of a cushion for an internet stock. Still to early to say I've earned the coveted Zeinstein title but at least I'm not yet ZFool.

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