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

To: Gottfried who wrote (4513)	9/26/1998 6:14:00 AM
From: Stitch	Read Replies (2) \| Respond to of 9256

I guess I have to chime in and say that I agree and, based on follow up conversations with Pierre I believe he does also. I will note one exception. One analyst stated that there may be some opportunity for component supply. He didn't get specific and I am trying to figure out if he means HTCH, RDRT, or HMTT. He also failed to mention equipment stocks such as IVAC, ZIGO and VECO. Then there is Mark's favorite INVX. The bottom line is that it is still a troubled industry, caught up in what Time Magazine called profitless prosperity, (ie growing market, no profits) and that is likely not going to change for a while, seasonal spike or not. So, what are we going to talk about through this long cold Winter? I guess we could continue to monitor the industry's adjustment patterns. How many more shut downs and layoffs will we see? We could try to help Lawrence pick the losers. GM, I guess I will still see you on the semi equips though I do not see them in a much better light. Still, they somehow continue to invite comment. I am looking there for a time to get on the hopeful train. Someday these stocks will come back, likely with renewed vigor and, hopefully, a whole bunch of new money in this game. Then maybe us die hards can capture one last waltz when the band cranks up again. In the meantime I'll hold my dance card with SEG, and watch for a chance to spin RDRT once around the floor sometime this quarter. Wish I could figure out QNTM but I find there nut a tough one to crack. Maybe because of their model. Remember the analysis that, unlike previous downturn/recovery cycles, this one was going to be U shaped instead of V shaped? I think, I hope, we are at the flattening part of the base. Just how fat is this U going to be I wonder. Fatter then the Courier font in this post would imply I suspect. Best, Stitch