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Technology Stocks : Disk Drives - Buy When BLOOD is in the street -- Ignore unavailable to you. Want to Upgrade?

To: Pierre-X who wrote (65)	11/11/1997 11:15:00 PM
From: Froman	Respond to of 93

To borrow a cliche, the time to buy them is when nobody else wants to own them. But I don't think that time has come yet. The charts still show there's more downside coming. APM & RDRT under $10? SEG & QNTM under $20? When the charts start to change, I'll let y'all know. Good Luck! Fro

To: Pierre-X who wrote (65)	11/12/1997 12:03:00 AM
From: ET	Read Replies (1) \| Respond to of 93

pierre.....what do you think of Veeco Instruments [veco]???? i like this company alot...i also own some....their is a veeco thread and website www.veco.com..........thanks.....

To: Pierre-X who wrote (65)	11/12/1997 1:25:00 PM
From: Ned Woodhouse	Read Replies (1) \| Respond to of 93

I found your analysis of the disk drive situation to be quite astute, and I'd be glad for your continuing guidance about when to buy into what no doubt will become a very promising opportunity -- but probably isn't yet. Thoughts/questions: Do you think there's been some improvement in investors' and analysts' understanding of the cyclic nature of the disk drive industry? If so, might buying and price improvement begin earlier in the next cycle -- in anticipation of an upturn, even before companies get out of the red at the bottom of this cycle? If so, what might the leading indicators of such an upturn be?: How can minor fluctuations in the DD bear market be distinguished from a genuine resurgence?

To: Pierre-X who wrote (65)	11/12/1997 2:07:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 93

Pierre, Is there any way to conveniently track capacity expansion or upgrading in DD industry? Conversely, does capacity ever get shut in, or is it easy to convert say from making 2GB drives to 8 or 9GB? Do you expect to see any bankruptcies among weaker players before this down cycle is over, or will the weak merely be acquired by the strong? What kind of lead time do you figure IBM may have on the new 10GB drive technology, and is it a brand new technology or merely a continuous incremental process improvement? Mci, SC