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

To: Sam who wrote (2946)	4/2/1998 1:07:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

Sam, it's the same old story, the unrelenting bull market and sector rotation. The problem with us is that we actually care about fundamentals and valuation. Imagine how much happier we'd be if we just bought YHOO. I'm still scratching my noggin over how to play this, but betting against the bull has proven to be very painful. I'm probably going to cover my SEG short real soon, at a pretty significant loss. Not too happy about doing it when disappointing earnings are oh so close, but look what happened last quarter. Horrendous earnings, apoplectic conference call, huge charge-offs. And the stock rallied.