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

To: Gus who wrote (2866)	3/17/1998 4:12:00 PM
From: Z Analyzer	Respond to of 9256

<< Does it not make sense that at some painful point, the Big 3 will just have to kill off its rivals' momentum even if it means sacrificing profitability even more than they are doing now? I don't think I want to have any money in this sector when that starts to happen. But, that's just me. What do you think?>> Gus, I'm in the same boat. However I'm waiting for an entry point to HTCH since TSA still looks like a long term winner and they should ultimately benefit when price elasticity causes growth in worldwide PC demand. Seems I'm the only one who believes this will happen.

To: Gus who wrote (2866)	3/18/1998 8:11:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 9256

Re: This means war You said: Does it not make sense that at some painful point, the Big 3 will just have to kill off its rivals' momentum even if it means sacrificing profitability even more than they are doing now? I don't think I want to have any money in this sector when that starts to happen. Gus, that's the best summation of the situation I've seen. Comes at a good time, too; I was getting ready to shop for DD longs <g>. You're absolutely right, the dust hasn't settled yet. It's too bad none of the Up-And-Coming-3 are public. I wish I could buy IBM SSD shares ... God bless, PX