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

To: Yogi - Paul who wrote (8648)	8/31/2000 7:17:53 PM
From: Stitch	Read Replies (2) \| Respond to of 9256

Gents, Quite a neat little rally going in the DDX. www2.marketwatch.com Yogi: you wrote <<While Dean has never impressed me in any of the questions or comments I have heard him make in conference calls over the years.... in fact I have snorted at the guy more than once... >> I will add this about Dean, if there was ever grounds to fault his analysis it was more likely on the basis of his being a bit too enamored with the storage industry. Dean has, for quite a long time, been primarily a bull on data storage in general, and often a cheer leader and sideline pundit of the DD industry in particular. He was one of the earliest to call for the drive industry to seek diversity and interestingly, one of the earliest to remark on how the rush to NAS would result in an overcrowded space and reduced margins, thus agreeing with your earlier post regarding Dell and CPQ. I will also mention that Dean, of all the analysts, understands the technology better IMO, which actually may be a disadvantage. Nevertheless I agree with you, his presence in the CCs doesn't necessarily impress. What does impress is his willingness to do field work and his methodical analysis. His reports are chock full of data, spanning many more pages then is contemporaries. He also comes into Asia more regularly then any of the other analysts. All this said, and given his past of being slightly bullish, I was surprised when he was the first (that I am aware of) to publish revisions down but I agreed with him, especially when there was evidence of price cuts, even in the face of a chip based supply shortage. Just shows to go you, eh? <G> I swear I am going to put every penny into a blind trust with an "no DD" codicil. <GG> Best, Stitch

To: Yogi - Paul who wrote (8648)	9/1/2000 7:26:13 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

HTCH trending only a modest revenue increase from last qtr and still way down from Q3 '99. Easy to show a modest profit if you write off massive amounts of very recent cap ex. (Gee, could that mean it was a bad investment?)Question is can they make any "real" money or more substantial amounts of imaginary "profit"? -Z

To: Yogi - Paul who wrote (8648)	9/1/2000 9:32:28 AM
From: Robert Douglas	Respond to of 9256

it is a slippery slope you are on when you begin to question the motives of analysts in general on Wall Street. Yes, be critical of the analysis, dispute the opinion, but be very careful of what you say about the person whose name is on it. The recent actions of an analyst against posters on the Yahoo! Elan board should be ample warning to us all. Even absent such legal repercussions, we should resist the temptation to attack the person. It isn't good analysis and it isn't fair to the person.