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


To: La Traguhs who wrote (4684)10/11/1998 6:35:00 PM
From: Stitch  Respond to of 9256
 
LT,

<<Now tell me why my move from RDRT to HMTT Friday wasn't a good one.>>

It may well be an improved position but I just do not like the media group as I see them plagued by overcapacity far in excess of the DD group in general. I also do not like companies leveraged by debt. I exited all media stocks in April of 97 and have been out since then.

Best,
Stitch



To: La Traguhs who wrote (4684)10/11/1998 6:40:00 PM
From: Stitch  Read Replies (1) | Respond to of 9256
 
LT,

By the way. Anyone know what Sony is quoting at OEM quantities? I am hearing the OEMs think it is too high priced.

Best,
Stitch