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To: Sarmad Y. Hermiz who wrote (119797)3/8/2001 11:25:39 PM
From: schrodingers_cat  Read Replies (1) | Respond to of 164684
 
I was thinking that you might reply to that post...but I didn't expect you to be so fast! <ggg>

I guess the point is that the disk drive stocks are far cheaper (lower p/s ) than the PC stocks.

Seriously, doesn't the PC slowdown make you worried about the disk drive stocks? Will things like Tivo and NAS and the consolidation of the drive biz offset a slowdown in PCs?



To: Sarmad Y. Hermiz who wrote (119797)3/9/2001 12:06:46 AM
From: Skeeter Bug  Read Replies (1) | Respond to of 164684
 
sarmad, they are predicting fewer pc units sold this year than last. that is a tough recovery environment. btw, they've ALWAYS predicted optimistically.


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