I found your analysis of the disk drive situation to be quite astute, and I'd be glad for your continuing guidance about when to buy into what no doubt will become a very promising opportunity -- but probably isn't yet.|
Thoughts/questions: Do you think there's been some improvement in investors' and analysts' understanding of the cyclic nature of the disk drive industry? If so, might buying and price improvement begin earlier in the next cycle -- in anticipation of an upturn, even before companies get out of the red at the bottom of this cycle? If so, what might the leading indicators of such an upturn be?: How can minor fluctuations in the DD bear market be distinguished from a genuine resurgence?