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

To: Z Analyzer who wrote (8231)	4/8/2000 7:03:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Z, <<How do yu make money in this crazy market without being left standing when the music stops?>> I couldn't help but chuckle at this one Z because I have felt the same frustration from time to time. I will tell you a little secret, I do not pick that many stocks. The greatest portion of my investing is allocated to mutual funds. The little that I allow myself to play with is all in technology stocks except for a bit that is in financials and oil. These have been decent but nothing like the super star issues we read about. I didn't buy AOL or Yahoo or eBay for example. Star performers for me have been Zygo, MTIC, and Seagate. Losers over the last couple of years have been PLNS (which I should have held longer)and a small medical stock CNU. I made some money on IDTC but did not hold long enough. I recently bought LHSP because I felt that Gus was right about that one. So, I too,have watched the stellar performers with some envy. But I also know that these have, at least partially, been contributive to the mutual funds I have. Best, Stitch

To: Z Analyzer who wrote (8231)	4/8/2000 9:51:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Z, re >How do you make money in this crazy market without being left standing when the music stops?< Two industries with upside [but well off their lows] and real, increasing earnings are semi equipment and oil service. There is still the problem of guessing when the music stops, because both are cyclical. For the former I watch my own charts on Kirk's site pw2.netcom.com For OS I watch oil price [I think it's stabilizing near $25] and rig count slb.com I try not to invest knowingly in stocks without earnings <G> Gottfried

To: Z Analyzer who wrote (8231)	4/9/2000 2:38:00 PM
From: LK2	Respond to of 9256

Z, RE->trying to evaluate companies and values hoping to find a double.< It's easier said than done. Hearing the stories of people who bought hot stocks and made a killing makes us want to do the same. But the truth is, mutual funds running billions of dollars, with highly paid professionals and massive resources, can't reliably pick the doubles and triples. Like I said before, hindsight is a lot more clear than foresight. The stories of fat, dumb, and happy players are balanced by the real world of fat, dumb, and unhappy players. Regards, Larry PS--Many thanks for your informative posts on the disk drive stocks. (Even if they haven't made me wealthy <G>)

To: Z Analyzer who wrote (8231)	4/10/2000 4:13:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Z, <<I've noticed that even with some well connected people on this thread, the shifts in the DD industry have largely crept up on us.>> Only for those who ignore the concept that storage is the "sun" of the information technology universe. It rises and sets and is taken for granted but if one views it as the center of the universe, one gets an entirely different perspective. If you are stubborn and only use the information you develop by studying this industry to invest in storage stocks, then you are missing out on enlightenment. My own interest (or obsession) with drive stocks has led to investments in cable>set top boxes and chips for same>chip equipment>fibre optics>data mining>storage management. All of these investments originated in drive sector companies-- studying their weakness, their strengths, their challenges and asking, in a macro sense, what does it mean? Drive stocks have always underperformed in my portfolio, except when I've shorted them (isn't that ironic) but nothing has made more money for me than my unrealized desire to understand this bizarre and fascinating industry. If you contend that shifts have crept up on you and the other technical gurus here, than you are just not using the advantage very well (and it is a huge advantage). <<In the meantime, others get five and ten baggers by saying, "Gee, this is an area with a future", probably based on all the attention the area has already had and because any damn fool knows it will be bigger in the future. They buy without asking an obsolete question, "For what price?" and end up fat, dumb and happy.>> Fools make money, intelligence underperforms? You don't really believe that, do you? If so, arrogance is getting in the way of financial performance. Paul

To: Z Analyzer who wrote (8231)	4/12/2000 6:33:00 PM
From: Gus	Respond to of 9256

Soooo...get ready, your kind of market is coming to you, Z. Did I ever tell you about the clueless investors who stridently declared that their $100 billion company was just going to keep on doubling every year for the next five years?

To: Z Analyzer who wrote (8231)	4/14/2000 12:13:00 AM
From: appro	Read Replies (2) \| Respond to of 9256

OT >>The question is, do we only hear about the winners? Surely, someone was left holding the bag...<< Well, why does Hollywood prefer to make movies with happy endings? It takes special talent to entertain with sad stories. Here are two examples: "Mr. Zieben explains his strategy to Mrs. Zieben" messages.yahoo.com "dinner_and_a_fine_whine ponders his strategy" ragingbull.com Personally, I think it is better to lucky than smart. ; )