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

To: Alan Hume who wrote (4196)	8/19/1998 9:43:00 AM
From: Pierre-X	Read Replies (2) \| Respond to of 9256

Dr. GM, it appears in the short term that we may have been overly cautious about the fortunes of RDRT ... nevertheless in retrospect there is nothing that comes to mind that would have indicated a recovery at the time. Even now, I remain skeptical of the next wave in PC demand. The single largest variable a priori was the introduction of Win98 which now appears to have fizzled. Interestingly, and not surprisingly, the fortunes of APM and RDRT which have tracked closely together for a long time: techstocks.com Am I off base in expecting these two to follow divergent destinies henceforth? Or does Applied have another shot at resuscitating themselves ... God bless, PX