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

To: Kurthend who wrote (3063)	4/26/1998 12:42:00 PM
From: LK2	Read Replies (1) \| Respond to of 9256

Kurt, the news you are posting is not favorable to the hdd component makers. What the news is saying is that, unit growth is slowing from former levels of previous years, and that revenue growth is slowing even more. That is basically what caused the problems for the hdd sector at the end of 1997, when the stocks got creamed. The box makers were beneficiaries of the dropping component prices (hdd, chips, etc), not the component makers. Whether the box makers will continue to benefit as they have in the recent past is questionable. Regards, Larry

To: Kurthend who wrote (3063)	4/26/1998 11:27:00 PM
From: Yogi - Paul	Respond to of 9256

Kurt, Thanks for link. I got to go with Larry on this one. Some links that might interest you: nikkeibp.asiabiztech.com <<China Has Five Computers Per 100 Urban Families March 26, 1998 (FUZHOU, China) -- China has become the largest personal computer market in the Asia Pacific region, with five computers per 100 urban families. In the past two years, PC sales in China have shot up 40 percent a year. >> nikkeibp.asiabiztech.com <<China Expects Lower Growth in Computer Sales >> nikkeibp.asiabiztech.com <<Asia/Pacific Printer Market Grew 37 Pct in 1997>> BTW, I sold most of my tech holdings after major surge last week. Took profits in Dell, SEG, MSFT, ORCL, and INTC. Held onto IBM. ( Message 3665348 ) Met my target returns for the year in less than 45 days. No skill just caught a momentum wave. Now I can sit back and wait for another opportunity. irthrifty