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To: Larry J. who wrote (3824)8/1/1998 1:21:00 AM
From: Stitch  Read Replies (2) | Respond to of 5058
 
Larry,

I do not disagree with your comments. I am, perhaps a more cautious investor. I want to see signs of a return of orders to the sector to avoid a dead money holding and am less concerned about picking absolute bottom. I also still fear the oversupply situation weighing heavily in favor of more industry consolidation. if the storage sector comes back, as I believe it will, then we will have time to buy . But I agree this may not reflect the goals and methods of other investors.

best,
Stitch