Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (28109)	1/23/2006 8:30:38 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95616

Sam, it makes good sense. I think seagate will earn much more than the projected ~2/sh. I sold my shares before the latest earnings run-up. But I still like to trade it during the day. My new darling is Intel. I know you are very interested in Flash. I think there will NOT be a switch of computer storage from HDD to flash in '06, '07 or '08. Of course flash usage will still increase. Especially for the hibernate file which can do double duty as hdd cache. But the HDD will still be there. Anyway congratulations again on your Sandisk bet. I would never have stuck with it for so long. I guess that's the difference between stalwart, and dilettante. Sarmad