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 : QUANTUM -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (7544)	3/18/1998 1:43:00 PM
From: still learning	Read Replies (2) \| Respond to of 9124

I think the question is what is your goal: Are you buying the stock because you are buying into the long-term DD biz and QNTM as a company that can play well and execute in it. Or are you buying the current state of health in DDs and execution in the next 2-5 quarters. DDs may remain a cyclical biz as they have been in the past. To me cyclicals are OK -- just want to pick my exit point. But that doesn't mean I enterand exit with each cycle -- because I reduce my odds of always timing it right. Cyclical doesn't mean easily predictable. OTOH, DDs may be, as wome suggest always a low margin commodity biz, where we get fooled into thinking they're becoming a better biz o invest in. And on still annother hand (can he do that?) it may be turning into a diversified "storage" business that has greater value add and some insulation from cycles. Which is it? I'll tell you in 3-5 years. Maybe the stock will have gone up 3-7% a year as a mediocre investment should, or it'll have gone up 10% as a "market perform" type investment, or it will have gone up 20% a year, maybe more as a strong pick. Remember a few years ago when INTC was a dead commodity biz? I'm not predicting which outcome will occur, but my hunch is somewhere in the middle