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Technology Stocks : Quantum Disk Drives (HDD) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Adams who wrote (11)	9/14/1999 3:16:00 PM
From: Sam	Read Replies (1) \| Respond to of 179

Well, HDD is down today, so DSS is up. Actually, I don't think one has much to do with the other. They are now in different investing universes. HDD happens to be cheap, even for a drive stock, especially for a drive stock which is at least currently well positioned. However, it is still a drive stock, and that isn't especially a good thing to be right now. DSS is coming into an uncertain period, more uncertain than usual because of the SDLT/LTO/M2 transition issues. Plus I suspect no one quite knows what to make of Meridian and the NAS market: it appears to be fraught with potential--positives and pitfalls alike.