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

To: Yogi - Paul who wrote (3661)	6/12/1998 3:42:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 9256

Look at ESIO also and maybe Checkpoint. CHKPF.

To: Yogi - Paul who wrote (3661)	6/12/1998 8:55:00 PM
From: Pierre-X	Read Replies (1) \| Respond to of 9256

Yikes!! AMAT and KLAC scare me. We're not out of the semi-eq hole yet; capital equipment cycles are long long long. I recall all too well the last time I played that game -- I've been in AMAT, TNCR, LRCX, NVLS, PMAT, and a few others. Some of these no longer exist ... TNCR merged with KLAC. On the other hand, I don't really have anything that I could recommend as a long these days. My holdings are equally speculative. Remember how some people said that WDC could not go lower when it was in the 15's ... God bless, PX