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Technology Stocks : USRX
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To: Fred Fahmy who wrote (12418)2/20/1997 10:53:00 PM
From: Roy S. Newman II   of 18024
 
Off topic.

Fred,

Speeking of cycles, whats your take on disk drive makers. You see a top here or give them some more time? What do you see as the first warning sign that drive sales are toping, Price cuts? This has been a cut throat business in the past or are those days over now that there has been some consolidation.

Appreciate your comments. Roy
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