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To: H James Morris who wrote (126340)6/11/2001 7:15:28 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 164684
 
>> Think about storage as an electronic library that has to collect, and keep all the data ever recorded.

That's the irresistible allure of disk drive stocks. But so far my reward has been a kick in the face.



To: H James Morris who wrote (126340)6/11/2001 2:22:46 PM
From: GST  Read Replies (1) | Respond to of 164684
 
HJ: OK, storage is growing -- but it is hotly competitive and margins will come under pressure. SCM is not so easy to jump into and it will get bought as margins get squeezed because it is the solution for all other firms -- all other firms HJ, think about it -- all firms.


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