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

To: Z Analyzer who wrote (9093)	1/11/2002 8:43:06 AM
From: Sarmad Y. Hermiz	Respond to of 9256

Z, hi. I'm glad to see you are still around. Hale and Hearty and all-well for a new year, I hope. To your 2 points. Shenanigans regarding writedowns, etc... . That's just part of the landscape now. So we have to get used to that. But re selling to Dell. I think Dell was able to play the over-capacity of disk supplies very well. But that condition disappeared late last year. I think disk-drive investors will have a window of approx one year in which to pump up their stocks and cash out. Perhaps the finale will come with the Seagate IPO. I hope my wdc and mxo are in the teens and twenties by then. And I will bid goodbye to the sector forever (as an investor, but as a trader, I think juicy plums are ripening). Good luck.