Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.33

+3.5%

Nov 28 9:30 AM EST

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To: Sam who wrote (1425)	11/7/1997 10:51:00 AM
From: roger held	of 9256

Sam, No such luck. Pricing pressures are across the board. Especially will be bad in new, highly competitive platforms such as 2.1GB/platter desktop and 1.8GB/platter high end. However, QNTM is shielded somewhat by DLT but they will lose more money on DD this quarter. However, SEG may be looking up. Desktop volume is strong and SEG and IBM are loaded for bear. Hopefully, we'll see SEG at least make earnings this time (pray for a little upside???). What about the possibility that this business may turn into a TWO horse race (SEG, IBM) with accompanying small players? Regards,

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