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

To: Mark Madden who wrote (8652)	9/1/2000 12:11:47 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 9256

Hi Mark, <<On the other hand, I do not believe any analysts, CEO's or Market Makers know the status of the disk drive industry two months from now.>> <<These stocks will be high percentage gains to those with the patience to wait out these short term problems.>> The lack of earnings visibility (predictability... whatever you want to call it) is the major problem here. Tough to take a long term, Damn the Torpedos, position when no credible person can predict future earnings. Give me earnings visibility and I'll reward you with a higher PE/PS. The short term problems seem to emerge once or twice a year.... every year....frustrating. Paul