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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Z Analyzer who wrote (7216)	10/14/1999 5:39:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

I'm still here, but not sure I have anything useful to say about SEG. Like many, I've also moved my interest to more stable growth industries. There's just no good percentage in Disk Drives. Maybe you can play the swings up and down, but essentially, it's a lousy way to make a long term play which gives you great risk for the short term trades if you're wrong. But, I am long on Hutch. Can't say I liked seeing SEG drop on what seemed like good news. Intel buggered the day. And, if they have trouble it's a problem. Looks like we have a little reason for concern over the last quarter. Maybe just October jitters? Or, real problems exasperated by y2k? Regards, Mark

To: Z Analyzer who wrote (7216)	10/14/1999 9:46:00 AM
From: Robert Douglas	Respond to of 9256

Z, I didn't know that SI wasn't allowing new blood in. What is their policy? Mark, Re: INTC buggering the day. Intel's "problem" was that it disappointed on their gross margins mainly due to delays in its .18 micron Coppermine PIII. They probably ended up cutting prices more than originally planned due to the delay. Intel's unit growth was actually quite good, probably 26.7 million vs. 25 million the previous quarter. So demand isn't a problem and that should be the only thing that would effect disk drive companies. Bad karma, I guess. -Robert