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To: Jeff Sutton who wrote (357)12/11/1999 9:16:00 PM
From: Big Dog  Respond to of 467
 
Thanks Jeff. Good to be on board. The pessimism on SI, Yahoo, Raging Bull and Motley Fool regarding this sector is palpable. 1998 was terrible for the sector. 1999 was even worst. However, the tide may have turned. Supply/demand ratios have improved. Prices increases are sticking. The weak players look real vulnerable. And, I would think that the disk drive companies have to be thinking about consolidating in order to lessen the adverse effects of the two-to-three year insane pricing wars.

Here's hoping!