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

To: Stitch who wrote (6510)	6/5/1999 9:21:00 PM
From: Yogi - Paul	Respond to of 9256

Stitch, << Yogi: short SEG? Quantum DD die? You must be joking.>> Short SEG? I'm not joking but we are talking an atypical (for me) very short term trade. Shorted mid-May at 33. I'll cover when Seagate proves itself by making it's number in the face of serious price erosion. Qntm-- as Mark surmised, "assimilate" would have been a better term. Same short idea on Quantum. I'll probably cover on Monday on quantum as I missed my chance to cover on Friday. Cool little 20% gain if I had. EMC-- Hitachi is scaring the hell out of me but I do like EMC's management. Paul