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 : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (8619)	2/1/1998 5:26:00 AM
From: Pierre-X	Read Replies (2) \| Respond to of 11057

Re: Cyclicals Failure to appreciate the individuality of each cycle in a cyclical = trouble. The HDD downcycle is not over yet. Demand has to pick up first. In order for that to happen, certain drivers of demand need to materialize. Candidates: 1. Win98 2. NT 5 3. Increased B/W 4. AUI 5. DVD Realize that none of these candidates are yet reality. As is the nature of cycles, it's quite possible that many of these factors may arrive together, explosively stimulating demand and sparking an upcycle in both HDD and RAM. PX