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

To: Tom Simpson who wrote (9126)	4/21/2002 4:10:36 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Some of us ghosts are still out here. Would be here more except that I can't find the opportunity. All the DD companies once had the potential to sell at very low P/E (like 4!)and have high growth rates. Now the upside is a few cents a share and high P/Es without the benefit of appreciation. I've been off in greener pastures in the Russain oils (wonderful fundamentals, way up, but still cheap) and in the Tyco controversey where there is great potential if the short's rumors continue to fail to have any merit. Heard a while ago that Conner's operation had gone belly up. Still dread the day the Seagate LBO thiefs make more money. Imagine people paying good money to buy shares in a company with Luczo in their pockets! Don't understand HTCH's high valuation. Earning a few pennies on way written down equipment. Can anyone explain the bull case? -Z

To: Tom Simpson who wrote (9126)	4/21/2002 9:54:02 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

>> Well well well. Maxtor annual report just arrived. Think I'll go read it and see if I can't find something worth starting an arguement over :o) Here's one possible subject for argument. Does Maxtor really spend $200m on research ? I think that was the amount (or was it $230m or $300m ?) that Mike Cannon said would be spent the first year of the merger. What do they spend all those millions on ? That is approx what General Motors spends to support $180B/year sales. I wonder if some of that "research" is really just plain development expenses, which is why it is so hard to reduce. Also wdc spends only a tenth of that (not sure, need to look it up). So is wdc falling in a trap of lack of new products ? Yet they seem right up there in speed, cache and density. Of course their product lines are fewer. At one time I had equal investment in wdc and mxo. The I switched it all to wdc. Which worked well because wdc quardupled from the low, and mxo did a more modest double+. I am now in a quandry over the research issue. Should I go back to mxo for their possible technological lead, or stay with wdc since they know how to make a profit ? It seems the relevant research is done by the head and media and suspension makers anyway. So what "research" do the likes of mxo need to do ? I assume you have some mxo stock. So good luck to both of us! Sarmad