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

To: LK2 who wrote (3050)	4/26/1998 1:25:00 AM
From: Frodo Baxter	Respond to of 9256

>So as for investment advice, how's about putting it into simple terms even a neophyte can use? You're hardly a neophyte. >As for the long side, anything to buy/hold long (sector/industry/stock)? Depends on how tired you think the bull is. For a conservative play, you could go long MCIC and participate in any upside to WCOM. Downside is 51 unless the trustbusters start screaming bloody murder. Which isn't altogether unlikely. If you have no fear, go long INTC. There's a long-term outlook to drive stocks to be sure, but there's a long-term outlook to CPUs, too... and Intel's a monopoly. >1. Do you think the inventory levels are actually dropping (at companies like SEG)? Yes. Absolutely. Message 4206741 >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)? No fundamental improvement that I can see, other than inventory. But things are fluid. For example, Seagate has their end-of-life Cuda 9HH on allocation. Why don't OEMs just purchase the newer and better (in all respects) Cuda 9LP? Well, maybe Seagate is having problems ramping their new drives. That would fix the oversupply in a jiffy, wouldn't it?