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

To: Frodo Baxter who wrote (3044)	4/25/1998 8:35:00 PM
From: Stitch	Respond to of 9256

Lawrence; <<just going long a particular stock, as I know some of you nabob lemmings are wont to do>> Yeowch! <G> Best, Stitch

To: Frodo Baxter who wrote (3044)	4/25/1998 10:32:00 PM
From: LK2	Read Replies (1) \| Respond to of 9256

Mr. Lawrence 'Jock Itch' Kam, as a lemming I like to keep my investing simple. Nothing complicated or I get headaches, and start bleeding even more money than I can afford. So as for investment advice, how's about putting it into simple terms even a neophyte can use? As for the long side, anything to buy/hold long (sector/industry/stock)? As for the short side, you can skip that for the moment, until I get some added brainpower/sophistication/gambling ability. Regards, Larry PS: there seems to be a lot of talk that inventory levels for hard drives are dropping, and that's one possible cause for the recent strength in the drive stocks. 1. Do you think the inventory levels are actually dropping (at companies like SEG)? 2. Do you think the recent price strength in the drive stocks is part of the random nature of the market, or do you think the recent price strength is related to a fundamental improvement in the drive companies (inventory levels/whatever)?