Disk Drive Sector Discussion Forum Message Board

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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: Yogi - Paul who wrote (6494)	6/4/1999 8:56:00 PM
From: Z Analyzer	Read Replies (1) of 9256

<<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.>> You're fighting a strong headwind with QNTM's track stock coming which is why the damage today was muted. As for SEG, Alex Brown's analyst figures SEG will do 300,000 high end drives above his prior forecast and another 300,000 extra lowend due to U4. Doesn't sound too promising as a short. -Z

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