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

To: Mark Oliver who wrote (5252)	1/14/1999 7:46:00 PM
From: Frodo Baxter	Read Replies (2) \| Respond to of 9256

Y'know, y'all think I'm paranoid, but these wackos put me to shame: Subject 24815 Indeed, there are compelling reasons to think that the market may decline, even crash, in the near future. You won't find any of those reasons here. Instead, you get tautological arguments, innuendo, made-up or badly interpreted data, and wishful thinking from those who would savor total financial collapse, a perfectly understandable affectation from a group whose collective hubris far overwhelms their investment prowess. Enjoy!

To: Mark Oliver who wrote (5252)	1/15/1999 3:49:00 AM
From: Stitch	Respond to of 9256

Mark, Many thanks for the run down on HMT. I did not listen to the CC but got a good run down by TBowl. I have to say it confirms what I have felt for along time now. That the Media sector of the disk drive universe is the most troubled of all. I still believe that though I have heard that Komag is getting busier (though still at only 60% capacity at last report). It is simply too populated a field with several vertical integrators doing well on their own. Except for that temporary dive into Komag late last Fall I have not touched the sector. I sold Komag at 6 after doubling. Oh man. Little did I know what a build up of anticpation there was behind that stock. I sure left a lot on the table. I think both Komag and HMTT are in for correction but I am too fearful of a short on either one. Best, Stitch