SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (8690)9/8/2000 7:10:02 AM
From: Stitch  Read Replies (1) | Respond to of 9256
 
Gents,
<<Stitch, are you getting into this maelstrom? It is not too late (g).>>

I was in it before it was a maelstrom and bailed a bit early but frankly, my tears are crocodilian. Like the blind pig I managed to find the bottom of the trough so I was quite happy at my exit point, and relieved as well because those little bitty numbers made me think I was rich. I was like the kid who takes his 50 cent allowance to the store and changes it into 5 dimes, jangles it in his pocket for 20 minutes, then buys 49 cents worth of candy. Every year I manage one crazy trade (remember last year it was Komag), based on sheer rumor or a "feeling" and I think this was the one I am allowed. You really think I would purposefully tempt the gods again on this one? Besides, I am starting to look at Komag again. Oh Lordie.

FWIW I agree with your post regarding RDRT, I think there is more here then simply smoke and mirrors. But I also agree with Paul that this is no cakewalk. And Sam's skepticism is well warranted. By the way, Tom, these guys may have actually turned that sow's ear into silk, did you see this?
"Besides its $15 million investment in Scion, Tyco Ventures has invested $15 million in Read-Rite, said Richard Kashnow, president of Tyco Ventures".

yahoo.cnet.com

Komag guys, I love the smell of napalm in the morning.
Best,
Stitch