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

To: Wall Street Jr who wrote (5697)	2/26/1999 11:28:00 PM
From: Henry W Singor	Read Replies (1) \| Respond to of 9256

I did. I bought QNTM,SEG, WDC, MXTR and RDRT. These are just incredible bargains. QNTM's DLT business alone is worth way more than $16 a share SEG is just Seagate at less than $30 it's a steal. Maxtor was the first to ship 4.3GB/platter drives and got back in at a few key accounts for their efforts. Western digital is perhaps the longest shot since their financials are weak but I think they are holding back an ace with their IBM deal. See exchange2000.com Apart from the possible large OEM in IBM WDC seems to be executing very well on their 4.3GB/platter program and they should be first to the 5.1GB/platter point. WDC has an excellent management team and although they got caught by surprise at how fast the industry transitioned from thin film to MR to GMR (as a lot of us did) I think that they are worth a shot. If my analysis turns out to be true they could easily trade above $30. Henry