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

To: Sarmad Y. Hermiz who wrote (8304)	5/2/2000 4:33:00 AM
From: Z Analyzer	Read Replies (2) \| Respond to of 9256

<<From the fact that we are not seeing posts from several people who were bullish on the DD's, I assume they sold. >> To temper your optimism, the landscape is little changed from that which has a long history of producing intense price wars, none more severe thsn the last. And summer historically results in decreased margins. Even based on current earnings, one could argue they've hit their historical valuation levels or greater. Maybe its different this time. -Z