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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.45

+3.0%

Nov 25 3:59 PM EST

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To: La Traguhs who wrote (5893)	3/24/1999 6:17:00 AM
From: Z Analyzer	Read Replies (2) of 9256

<<OK, given that were reaching bottom - just what is going to reverse the trend? Got to be overall PC sales. And what is going to drive them up the next two quarters? >> Often just reaching bottom is enough. Was just reading some research that CPQ has been a good buying oppotunity every year in the first qtr in recent years (you know the DDs were likely beaten up at the same time). Tech is frequently battered on end of qtr concerns that often turn out overblown due to the focus on US retail. Would be nice if we only got beaten up in July but its also been pretty common in March. A Montgomery report says that "Q1 demand worries are business as usual for the PC industry".

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