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

To: Stitch who wrote (6295)	5/10/1999 11:40:00 AM
From: James Calladine	Read Replies (1) \| Respond to of 9256

Hello there! First of all, I value your contributions to this thread. Very helpful to me! I would appreciate your point of view relative to: 1) The drive manufacturers are obviously squeezed by the PC manufacturers who are squeezed by $400 PC's and MSFT, so do you see them returning to health other than by one of the them falling out? I am presently in MXTR which looks to me a good bet, but is it? Is this the segment to be in? 2) Relative to HTCH, it looks like it can be seriously profitable under some circumstances. What do you see as their prospects? 3) I am also in HMTT and RDRT believing that they can somehow resurrect themselves. In the case at least of RDRT I am thinking that this is a much longer process than I had visualized. Comments? In the case of HMTT the stock seems to be beaten up seriously, but I wonder whether they really have the will to come back and whether their previous strength is gone for good. Or was it ever really there? Comments? I know you are a busy guy, but hope to hear your point of view. Best wishes, Jim