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


To: Sam who wrote (4036)7/29/1998 12:12:00 PM
From: Mark Oliver  Read Replies (1) | Respond to of 9256
 
I subscribed to Infrastructure last year and let it lapse without renewal. I learned a lot from what I got. I believe I got an average of 4 e-mails a week and a 20+ page monthly letter.

In the end, I don't think it really said what I wanted. Too many reprints of press releases and not enough editorial which indicates the relative strengths and weakness of segment competitors. For example, when a company reports a loss, sometimes it comes clear that another company has taken their market share, or new products on the horizon are eating into established products. Well, I can read a press release, what I need is background and I feel they didn't give enough.

Still, if you aren't active and need some one to collect press releases for you as well as some good general education, the service is good.

Also, Carl is good about responding to e-mails and giving detail to questions. In general, I miss the service, but just can't see buying it at the moment.

Regards,

Mark

PS send me an e-mail and I'll forward you a report. The last one I got had a ver interesting series on how hard testing faster processors is getting. oliver@ccnet.com