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

To: Kevin Linder who wrote (4949)	11/9/1998 10:34:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Kevin, in your post you said >the Technical Analysis people were all screaming that...< Is that what you meant to say? G.

To: Kevin Linder who wrote (4949)	11/10/1998 12:04:00 AM
From: Stitch	Respond to of 9256

Kevin, Re: Fundamentals vs. TA thanks, that helps. Actually I think there were some industry folks who saw the shift in the market and the developing over capacity. For what it is worth I did a chart during a speech showing how much new factory floor space had been developed over a very brief period of time. That was in August 97. I remember remarking that it was extraordinary. That was it. That was all I said about it. In the same talk I discussed how rosy the future looked. This was clearly after some warning signals other then the very one I mentioned in that same speech. It is possible to hear what you want to hear. I know. best, Stitch