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

To: Frodo Baxter who wrote (2659)3/4/1998 5:22:00 PM
From: Sam  Read Replies (1) | Respond to of 9256
 
"$100 ASP for chips and discs are here to stay."
Well, if true, then at least ASPs won't be falling anymore, and drive vendors can have a goal to shoot for--they will have to reduce their costs to below that level to make any money.



To: Frodo Baxter who wrote (2659)3/4/1998 6:48:00 PM
From: Frodo Baxter  Respond to of 9256
 
Saw Drew Peck(er) on CNBC just now. He was a riot! He's been wrong (bearish) for so long on Intel, it's just plain funny to see him shine for once. Of course, holders of the stock at the moment may be a bit less amused than I am.

Just goes to show ya, if you're playing short-term, you have to be nimble and agnostic.


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