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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 225.83+1.9%12:10 PM EST
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To: Stitch who wrote (8993)1/18/2001 8:16:50 AM
From: Sarmad Y. Hermiz   of 9256
 
Stitch, Thanks for posting your notes of the Quantum DD. I listened to it and sounded encouraging to me. My conclusion is that there is plenty of demand, but that the health of the DD makers hinges on the level of price aggressiveness.

I am more convinced that the high level of inventory turns will remove the need to dump obsolete units into the market. I think that was the real reason for the losses, and if that is removed, then it is sunshine for us long suffering DD investors.

I hope the market sees it this way too.

Thanks,
Sarmad
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