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Technology Stocks : Quantum Disk Drives (HDD)

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To: Gottfried who wrote (128)7/26/2000 7:20:26 PM
From: Mark Adams  Read Replies (1) of 179
 
Gottfried

That's a quote from theregister.co.uk

They also said as much in the conf call.

I took it to mean that their backlog and existing contracts would fully use their capacity, and that they were temporarily unable to expand capacity at the enterprise end as a result of TI chip shortages. That the product is near end of life is probably a hint that they aren't excited about the prospect of qualing a second source of the preamp.

They are limiting their desktop build plan below capacity, or that's the impression I had.
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