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

To: Mark Madden who wrote (8204)	4/1/2000 3:54:00 PM
From: Return to Sender	Respond to of 9256

The sell off of technology stocks took about 15% off the yearly gains of the Disk Drive/Storage Sector Index this week: siliconinvestor.com The Inside Wall Street column in Business Week, written by Gene Marcial, tees up a positive profile of disk-drive maker Western Digital (WDC:NYSE - news - boards), which used to be a highflier but fell out of favor when the disk-drive business went into a downdraft a couple years ago. The item cites Dane Lewis, an analyst at Robertson Stephens, as saying Western has an unappreciated gem in its network storage operation, which Lewis estimates is worth $500 million to $1 billion thestreet.com I think the SEG shareholders are getting the short end of the stick for certain with the company going private. Really sad. Despite that fact there still seems to be reason to belive disk drive companies with a NAS presence will see their stock prices appreciate to me: bullsector.com RTS