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

To: TEMFASSBAL who wrote (7439)	11/28/1999 10:28:00 PM
From: Z Analyzer	Respond to of 9256

<<The math isn't even tough...if you believe the growth projections and believe they can hold share (don't even want to think about a share growth scenario) this is one interesting situation.>> With EMC coming down, the DD companies going up and everyone aware this is one of the hottest areas in tech with apparantly little baarier to entry or capital required to enter(even WDC!), assume DD commodity type margins and the math doesn't look so good. 42% of $5 bil at DD valuations and this thing is overvalued.