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

To: Z Analyzer who wrote (2945)	4/2/1998 10:25:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Z, Soaring for "no reason" is a good sign, although as you recently said, we are hardly out of the woods. The threat of a double bottom is always there. This move surely reflects optimism either about consolidation or a belief/hope that the sharply falling ASPs will abate by next fall, I think. We'll have to see. My gut has been heaving. I have to say, I let a couple thousand shares of QNTM go--couldn't take how concentrated I was. Still have plenty left, though, for better or worse, for richer or poorer, for stupidity or wisdom. Best, Sam P.S. FWIW, I'm looking at the ECMs for some future investment--SMOD, JBIL, FLEXF, SLR, SCI, HDCO, and a few others. The trend is in their favor, valuations seem reasonable.