SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Stitch who wrote (5692)2/26/1999 7:29:00 PM
From: Frodo Baxter  Read Replies (5) | Respond to of 9256
 
What the heck is this?

biz.yahoo.com

Could they have answered my prayers and sold their drive business to Maxtor?



To: Stitch who wrote (5692)2/26/1999 10:28:00 PM
From: Yogi - Paul  Respond to of 9256
 
Stitch,
<<Robert, I think the summary PC forecast posted suggests it is time to get serious about discovering an appliance play. Any thoughts to add to that discussed on the PC thread?>>

Start at Seagate: seagate.com
seagate.com

Move on to Sun Micro :http://www.sun.com/consumer-embedded/
(the link is just a starting point)

Of course the potential of appliances is being explored by all the heavy hitters-- Sony, Phillips, IBM, CPQ, MSFT, Intel.

Interesting market. I'm going to let you guys find a bottom. I'll start putting money back into CPQ, Dell, Quantum after they have made a 20-25% recovery from wherever the bottom is.
I'll let you home run hitters take your hacks down here.

Yogi




To: Stitch who wrote (5692)2/27/1999 7:32:00 AM
From: Yogi - Paul  Read Replies (1) | Respond to of 9256
 
Stitch,
A factoid that makes you cry---

Market Cap of eBay --- 13.448 billion
Market cap of Qntm, wdc, seg, mxtr combined -- 11.444 billion
quote.yahoo.com
quote.yahoo.com


Arghh,

Yogi