Disk Drives - Buy When BLOOD is in the street

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks
Disk Drives - Buy When BLOOD is in the street

An SI Board Since June 1997

Posts	SubjectMarks	Bans	Symbol
93	2	0	WDC

Emcee: J. P.	Type: Unmoderated

Introduction Market Data Compact

There are already two threads on SI dealing with beat up sectors,
Semiconductor - Buy when blood is running in streets and
Networkers - Buy when blood is running in the streets from this
spring.

I think that as of today, the BLOOD is definitely in the streets
with the Disk Drive Stocks.

These stocks have low PE ratios, and many report sequential increases
in earnings. But the short interest is high, and they are constantly
battered by bad news.

When will this sector recover?

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
93	<<Have we reached the bottom yet?>> Er, no. Free fall today. Fortu	Keith Allen	-	1/22/1998
92	KMAG up today at 15 3/8 on Q4 results, although Q1 98 looking grim. Have we rea	Keith Allen	-	1/20/1998
91	HA,HA,HA,HA,HA....... Buy lo Sell Hi!!!!	Joseph Stumpf	-	1/1/1998
90	LOL : O))	appro	-	12/28/1997
89	>>I was killed several times in APM, but I'll be back too!<< N	AlienTech	-	12/28/1997
88	I was killed several times in APM, but I'll be back too!	appro	-	12/12/1997
87	Too late. I'm roadkill. But I'll be baaccckkkkk.....	Dale Baker	-	12/12/1997
86	I see this thread is revived. I hope Freddie Kruger did not get you. I do not	appro	-	12/12/1997
85	Does anyone think QNTM has turned the corner or is this just another head fake?	Dale Baker	-	12/7/1997
84	Steve, APM short interest is: November Ocober %Chg	Ian@SI	-	11/29/1997
83	Message 2619772	Frodo Baxter	-	11/29/1997
82	Steve, Briefing's 11/21 report shows 9.32 million short (down from 9.63 mil	Dale Baker	-	11/29/1997
81	I am definately a bottom-up value investor. Hard drives just became big on my	steve goldman	-	11/29/1997
80	To Thread, Is there enough blood yet? Following is an extract from the Mar	Ian@SI	-	11/29/1997
79	the following is from the yahoo 'profile': Veeco Instruments designs	raymond marcotte	-	11/13/1997
78	Ok, Ok, Ok, geez, I hit the wrong button. It's not like I started a nuclea	Mark T. Heath	-	11/12/1997
77	Re: Leading Indicators >Thoughts/questions: Do you think there's been s	Pierre-X	-	11/12/1997
76	Re: HDD Sector Capacity Issues All excellent questions, which I can only offer	Pierre-X	-	11/12/1997
75	>> It closed at a five year low today. WHAT ARE YOU SMOKING ????????????	Jimbo Cobb	-	11/12/1997
74	Mark, Try "max" instead of "5 year", and you'll see WD	P.T.Burnem	-	11/12/1997
73	I just went and checked a five year chart on WDC and don't see it selling a	Mark T. Heath	-	11/12/1997
72	I recall WDC selling below $5, with a (trailing) P/E of 4... PTB	P.T.Burnem	-	11/12/1997
71	Pierre, Is there any way to conveniently track capacity expansion or upgrading	Sam Citron	-	11/12/1997
70	I found your analysis of the disk drive situation to be quite astute, and I'	Ned Woodhouse	-	11/12/1997
69	Bill, What is CCI, how accurate does it tend to be, and what other indicators	Sam Citron	-	11/12/1997

Go to reply# or date (mm/dd/yy):