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


To: Z Analyzer who wrote (2136)1/7/1998 10:04:00 AM
From: Sam  Read Replies (1) | Respond to of 9256
 
Z & Tom,
I'm still here too. And still agree with Z, depressed stock price or no. But it is tough to pound the table with the Asian crisis still so fluid, with the drive supply/demand ratio still so uncertain, and with QNTM pulling in its horns on their growth projections for DLT. Still, I haven't heard of anyone coming up with viable competition for DLT yet--or even announcing the "availability of xxx product in [name a month] 1998" which would compete with it. Sales and margins won't, I trust for now, just fall off a cliff.

But Tom's point is well taken--the silence of bulls is in general better than the bleating of lambs on these threads.

Sam