Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 166.10

-2.3%

3:59 PM EST

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To: Stitch who wrote (6452)	6/3/1999 11:55:00 AM
From: Robert Douglas	Read Replies (3) of 9256

Stitch, Bandwidth key to disk drive fortunes? I hope so! I can't think of a better trend to hitch my wagon to. I think the coming explosion in bandwidth is inevitable. I'll be putting in a DSL line soon at $30 a month. It will double as my fax line and so the additional cost will be minor. The desire for constant connection and speed will drive this trend. I have had a hard time picking the ultimate winners in this conversion to greater bandwidth. So far anything (except HDDs) associated with bandwidth is booming. In my opinion the easy money has been made – and some of it lost. Maybe drive stocks are the last, best way to make a buck on bandwidth. One final thought. As we sit and wait for the bandwidth savior, I can't help but look at the calendar and think that maybe all this disk drive and technology stock angst is just the pattern of the last decade repeating itself. June or early July has been the bottom in tech stocks for most of the last decade. Sometimes the simplest explanation is the right one. No? -Robert

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