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

To: Mark Madden who wrote (8527)	8/6/2000 10:31:25 AM
From: Sarmad Y. Hermiz	Respond to of 9256

>> 2nd Calendar Quarter price change (monthly rate): Mark, The 2nd Q had the steepest decline in the collection of data in your report. Yet earnings were at their best level in a long time. So now that each of the DD companies had very down cast CC projections for the current Q (Sept). Yet your data shows less decline than Q2. That means the CC's maybe were too pessimistic. Have you noticed that analysts now project large losses in Q3 ? How can that be if prices are firmer than Q2 ? Something doesn't add up. I think your data is good, and the analysts are wrong by a mile. I also think desktop unit sales will be up in Q3 by HDD, MXTR and WDC. Anyway, I doubled my maxtor shares, and increased HDD and WDC. If RDRT can go up 100% on no news, and it looks like it will do another 100% next week. Anything is possible. Both up or down. But I think from here it is up. Thanks Sarmad