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

To: Gottfried who wrote (1342)	10/26/1997 1:08:00 AM
From: Analog Kid	Respond to of 9256

To All: I am a value investor attracted to this sector but I don't know enough about the industry to evaluate the players. I would appreciate input on the managements of SEG, WDC, and QNTM, as well as products. I've heard (John Neff) that SEG has good management - they've stumbled recently but I'm trying to decide if it's just a temporary blip or not-so-great management. I've also heard that SEG has the best technology (high-end drives), and a quick look shows they historically have the highest margins of the 3 companies. Comments would be greatly appreciated. Thanks in advance.