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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7779)	4/10/1999 11:52:00 AM
From: Ian@SI	Respond to of 10921

Zeev, HDD is a red herring. With the densities now being shipped on Desktop PCs, high margin consumer purchases of 2nd and 3rd HardDrives has practically disappeared. Until some new application starts to suck up GBytes of hard drive space, I suspect that sector will suffer with its extreme overcapacity. GMR is producing more capacity faster than small vendors can go bankrupt. Dell has tended to be a volatile stock. This is an opportunity. ;-) Good luck, Ian.