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

To: Sam who wrote (9239)	12/27/2005 1:13:08 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 9256

Sam, I still own my Sandisk but once message boards become so popular I usually don't spend a lot of time reading them. I think there's room for both hard drives and NAND but I haven't read the report yet. I hear my printer has just finished printing the 20 pages off. Thanks for the link! I think I'll keep my Seagate, but who knows for how long?

To: Sam who wrote (9239)	3/8/2006 12:16:57 PM
From: Mark O. Halverson	Read Replies (1) \| Respond to of 9256

I'm long a mix of WDC, STX and MXO, and wonder if the present selloff has about run its course. It seems to me the future of drives looks bright re the new markets (eg: in tv's, music players, tv set top boxes, etc.), and the present sell off is based on reports of price cutting and oversupply. Do you agree? Do you think present price cutting is temporary and that business will then continue its robustness and growth? Also, your thoughts on STX versus WDC (the analysts seem to prefer STX)? Best, Mark