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

To: Gottfried who wrote (8238)	4/9/2000 12:52:00 PM
From: XBrit	Respond to of 9256

Gottfried... my own portfolio right now is 55% semi equipment, 35% storage (HDD DSS MXTR) and 10% semis (MOT). I know that's very aggressive, and the semi equip weighting is going to go down a whole lot as the earnings season plays out. Anyway, obviously I agree with you on semi equip (more upside short-term than the semis themselves). But I bet HDD will outperform all of them over 6 months. The price/sales for HDD, relative to sector, is as much of a screaming anomaly as the price/earnings of KLIC relative to sector! (I'm zombie_of_the_nite on Yahoo)