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


To: Mark Oliver who wrote (5277)1/18/1999 3:32:00 AM
From: Z Analyzer  Respond to of 9256
 
<<Just out of curiousity, maybe Quantum is a good play? The ATI business coupled with
the their existing tape business would seem to still be a very strong opportunity with the
SDLT coming on line soon.>>
Perhaps Exabyte with Mammoth II coming out soon is another possibility. The stock is extremely cheap after years of disappointment.
<<I wonder if we should be
saving cash for a correction rather than chasing second tier players?>>
I'm beginning to wonder this too? Excessive valuation and speculation in the market and possible year 2K issues for many technology companies mean we'll probably see a nasty sell-off before Sept. The question is when? Z