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

To: Gottfried who wrote (3689)6/14/1998 2:50:00 PM
From: LK2  Read Replies (3) | Respond to of 9256
 
RE:>GM - not so humble.<
GM, you have my vote for man of the hour. Finally, this thread has found someone who is willing to stand behind his opinions.

Best wishes, and regards,

Larry

PS: I still don't think I'll put much money into this sector yet, however. I'm not as smart or nimble as Yogi. I'd like to see some actual evidence the sector has turned, on a fundamental basis, before I buy any of these stocks. But I'm probably dreaming, because the market doesn't work that way: the stocks will have moved up from their bottoms, wherever that may be, long before the good news is reported.



To: Gottfried who wrote (3689)6/16/1998 3:48:00 PM
From: Tom Simpson  Read Replies (2) | Respond to of 9256
 
GM,
>Why would IBM need WDC when they have all the DD design talent they
>require,
High volume outlet for IBM components into hurley burley dog eat dog desktop distribution channel.

>ReadRite will survive.
Its certainly possible.....but they'll surely carry the memory of "near death" experience forward to a new generation. :o)

Best.....Tom


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