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

To: Stitch who wrote (6452)	6/2/1999 10:13:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

>More and more I think bandwidth is becoming the key to the reemergence of our battered group of DD makers. Any thoughts? Only after the Mr. Market has extracted a pound of flesh. Or ten.

To: Stitch who wrote (6452)	6/3/1999 12:06:00 AM
From: Mark Madden	Read Replies (1) \| Respond to of 9256

"More and more I think bandwidth is becoming the key to the reemergence of our battered group of DD makers" Actually, it seems the DD problems started about the time modems hit the 56K ceiling. Mark M.

To: Stitch who wrote (6452)	6/3/1999 11:55:00 AM
From: Robert Douglas	Read Replies (3) \| Respond to of 9256

Stitch, Bandwidth key to disk drive fortunes? I hope so! I can't think of a better trend to hitch my wagon to. I think the coming explosion in bandwidth is inevitable. I'll be putting in a DSL line soon at $30 a month. It will double as my fax line and so the additional cost will be minor. The desire for constant connection and speed will drive this trend. I have had a hard time picking the ultimate winners in this conversion to greater bandwidth. So far anything (except HDDs) associated with bandwidth is booming. In my opinion the easy money has been made – and some of it lost. Maybe drive stocks are the last, best way to make a buck on bandwidth. One final thought. As we sit and wait for the bandwidth savior, I can't help but look at the calendar and think that maybe all this disk drive and technology stock angst is just the pattern of the last decade repeating itself. June or early July has been the bottom in tech stocks for most of the last decade. Sometimes the simplest explanation is the right one. No? -Robert