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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
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?
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93 <<Have we reached the bottom yet?>> Er, no. Free fall today. FortuKeith Allen-1/22/1998
92 KMAG up today at 15 3/8 on Q4 results, although Q1 98 looking grim. Have we reaKeith 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!<< NAlienTech-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
83Message 2619772Frodo Baxter-11/29/1997
82 Steve, Briefing's 11/21 report shows 9.32 million short (down from 9.63 milDale 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 MarIan@SI-11/28/1997
79 the following is from the yahoo 'profile': Veeco Instruments designsraymond marcotte-11/12/1997
78 Ok, Ok, Ok, geez, I hit the wrong button. It's not like I started a nucleaMark T. Heath-11/12/1997
77 Re: Leading Indicators >Thoughts/questions: Do you think there's been sPierre-X-11/12/1997
76 Re: HDD Sector Capacity Issues All excellent questions, which I can only offerPierre-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 WDP.T.Burnem-11/12/1997
73 I just went and checked a five year chart on WDC and don't see it selling aMark T. Heath-11/12/1997
72 I recall WDC selling below $5, with a (trailing) P/E of 4... PTBP.T.Burnem-11/12/1997
71 Pierre, Is there any way to conveniently track capacity expansion or upgradingSam 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
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