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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Frodo Baxter who wrote (6492)	6/4/1999 8:07:00 PM
From: Yogi - Paul	Read Replies (2) of 9256

Lawrence, <<Who are you??? Scott McNealy?>> Yeah, right. Actually, though, I think McNealy was right (is) in his overall vision. The network was just too slow. It's getting faster. <<And how exactly are EMC and NTAP going to build their network storage boxes? >> Unless I am an even worse writer than I recognize, you know that I'm trying to differentiate between consumer use hard drives and network use storage (of whatever type). WDC needs to go away. It deserves to go away. Then we need to take it further. <<At the end of the day, the reaction to QNTM's problems were pretty muted. >> Proves what little I know. I'm short SEG and QNTM and I had a bottle of scotch riding on Qntm closing below 17 and SEG below 29. The trades are small the risk low but I hate losing a bottle of scotch. Paul

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