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

To: Yogi - Paul who wrote (3141)	4/30/1998 9:17:00 AM
From: LK2	Read Replies (3) \| Respond to of 9256

Gardening tools to be sold on the internet. Yesterday, Apr 29, at the Hambrecht & Quist technology conference, a company that sells gardening tools gave a presentation. The company plans to start selling on the internet. After the presentation, top fund managers were crowding around the presenter asking if this could be the next Amazon.com. Bob Pisani, a reporter on CNN, after reporting on this incident, was joking that he should stop wasting his time as a reporter and start making some real money by selling plumbing supplies on the internet. The point is, you study companies like SEG, WDC, QNTM, APM, RDRT, etc., and then you watch what happens with AOL, Yahoo, and some of these wildly inflated stocks like KTEL (a seller of oldies music that plans to sell over the internet), and you wonder how much practical value there is in studying fundamental data like current earnings, revenues, etc. Maybe we should use a new investing paradigm. Regards, Larry

To: Yogi - Paul who wrote (3141)	4/30/1998 11:56:00 AM
From: Tom Simpson	Respond to of 9256

>Do you happen to know of a technical site on suspensions? No I don't, and I wish I did. Taken together, the HTCH annual reports make a decent primer on the mechanical characteristics. When it comes to the electrical connection challenges, its usually a side topic to head/areal density discussions. I've also torn apart a couple of older 1gb drives to fill in gaps. I come at it from a prior life in IC assembly and the lead frame mfg business which lets me indulge in the truly dangerous game of educated guessing :o) Tom

To: Yogi - Paul who wrote (3141)	4/30/1998 12:06:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

INSIGHT is a good technical site on storage, but they've stopped listing their publications online for some reason. I asked for a hardcopy and they mail it to me now. Unfortunately, my last one seems to have disappeared, probably in my 3 year olds cubby house. Still, there is some interesting information in the May/June issues last year about suspensions and the "interconnect" issue that H&Q alluded to when they upgraded Hutchinson. Read the section from both Hutchinson and Innovex to get a balanced view. idema.org Regards, Mark