Mark,
<<Looking at the past, would you say there will be enough significant announcements at Diskcon next week to give some strength to storage stocks?>>
Diskcon is traditionally not a time that the component and DD guys make announcements. These are usually done around COMDEX later in the year (November).
<<If as it appears, RDRT has some good advancements in head technology, will we see some renewed interest here, or is it too complicated for the analysts to understand?>>
Well, the demo has come and gone and I have not seen any significant upgrades. I suspect that many view it as interesting, and important in terms of long term competitiveness, but we still need to see significant imporvements in orders.
<<I get the impression inventory is down, sales are up for the last couple weeks, and we should see some sequential growth for Sept and hopefully DEC. Would you agree?>>
From my limited perspective I would answer yes. But I am hoping we will hear a consensus on this next week.
<<Can you tell me the current status on whether Gottfried is allowed buy?>>
Well, they say that confession is good for the soul. GM was being very kind in the following:
Message 5696476
Best,
Stitch |
