Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 167.55

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1:23 PM EST

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To: La Traguhs who wrote (6083)	4/17/1999 7:37:00 PM
From: Mark Oliver	Read Replies (1) of 9256

<No, Paul Fox wasn't at the '98 Diskcon Wall Street Perspective. Those who were: Dean, van Bronkhorst, Munson, Bakar and Specker - that may help you. > Okay, it must have been van Bronkhorst I spoke to. I think it's an interesting situation these analysts face. On the one hand cautious optimism might be the best course, but at the same time these guys move markets with their opinions and any suggestion from them could turn cautious optimism into a correction. Can these people voice their fears without making them happen? As their confidence begins to crack, will we see the analysts take a lemmings move to the sell side? It certainly seems like we should be nearing a point where well thought out study could make reasonable predictions. I think in 98 it was still an open question, but today we should know more. Regards, Mark

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