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To: wayne nikituk who wrote (6985)	1/11/1998 3:43:00 PM
From: Gottfried	Respond to of 9124

wayne, you said >Look at Cyrix chart for a true horror story and glimmer of things to come in this sector< Please explain why you think Cyrix predicts the DD sector. GM

To: wayne nikituk who wrote (6985)	1/11/1998 5:13:00 PM
From: Stitch	Respond to of 9124

Wayne, Thanks for your observations. I think you could have also added KMAG and STMD to your list of concerns. However I do not share your thoughts about time table for the very reasons you mention. I think the ferocity of the battle should cause fall out to occur sooner rather then later. Since I am presently not long on any stock in the dd sector my conundrum is when to get back on. I think we will get a chance to start picking some up before the half way mark this year. Also, I can not think of any linearity between Cyrix and the DD sector. Best, Stitch

To: wayne nikituk who wrote (6985)	1/11/1998 7:28:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9124

<<I believe the oversupply/margin pressures are greater than any booster on this thread understands..>> Thanks for sharing with us the source of the superior knowledge and reasoning you have discovered about which all of us are still in the dark.

To: wayne nikituk who wrote (6985)	1/13/1998 11:28:00 AM
From: Alan Hume	Read Replies (1) \| Respond to of 9124

"Expect to see this stock hit $10 to $12.(earnings of $1 in 99, tops)." Wayne, I see no reason for your pessimism. Sure the situation looks grim, but there are some plus points ontheir way: Windows 98 will be released this year, and this will require an awful lot of hard disk space. I predict that 3,2gig will be the minimum box spec by the end of the year. The HK$ will be devalued soon, alomg with the RMB. This together with a new government in Indonesia will see a soon end to the Asian crisis Lastly QNTM does not loose a cent manufacturing HD's, as they don't make them themselves as any reader of this thread is well aware. Why should demand for DLT slow down?? Alan