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To: Struggling Investor who wrote (1799)	4/26/2000 7:35:00 PM
From: Kevin Linder	Respond to of 1989

Hi Trish -- After a long while I am beginning to like IBM again myself. I think the rest of the year we may see increasing revenues and profits for tech stocks -- yet declining stock prices because of changing emotional investor sentiment. Not a pleasant scenario, but probably a short lived one... Its been nice to have you on the thread and the kindness and friendship of the others have been what has kept me posting here too. I have found in my life that those that deserve things often get what is coming to them -- so we will see what we will see. I wish you luck and hope to see you again some time. OT One stock that has also gotten on my radar screen is Disney. Eisner is going to be retiring soon and the movie and recreational park business seems to be reviving -- and my 4 1/2 year old daughter can't seem to get enough of Winnie the Pooh things.... Best of luck... Kevin Linder

To: Struggling Investor who wrote (1799)	4/28/2000 3:48:00 AM
From: Gus	Read Replies (1) \| Respond to of 1989

Well, don't be a stranger and don't let this hellacious LBO scare you off the disk drive boards because if this goes through the legal gauntlet, you can just imagine the kind of other deals it sets up down the road.<g> We have consolidation happening in the platter segment with HMTT and KMAG. The recording head segment is basically TDK/SAE by a mile so maybe this industry is starting to recover much faster. Quantum's DSS shows some really interesting numbers on the NAS side (Meridian) and if that holds true for all the other drive makers, that means at least 2-3x higher margins for everybody to blend with their lower-margined core businesses. Maxtor is expected to grab 20% of the very early stage NAS market, which is expected to be $1.2-2 billion this year depending on whose numbers you use. The interesting thing to watch as this industry moves along is how fast it can use the growth of the SAN/NAS market to shed the historical caps of its cyclical multiples. Key to that I think is how these revenue-rich but multiple-poor drive makers will take advantage and absorb the energy and innovation of the many storage networking startups drawn to the clear potential and rapid growth of this market segment.