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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 176.34-5.8%Dec 12 9:30 AM EST

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To: Z Analyzer who wrote (4104)8/7/1998 6:39:00 AM
From: Stitch  Read Replies (1) of 9256
 
Z;

<<Can there really be shortages of 3 to 4 GB drives? As in allocation? >>

You ask the 64K question. That statement caught me completely off guard and I am planning on staying up late tonight and make some calls back to the states. It is incredible really. I know the inventories have been declining and TBowl brought to my attention that pricing he was tracking had recently firmed up. But it all seems rather sudden to me. I have some anecdotal stuff that orders are coming in but nothing like "allocation". That word hasn't come up in a very long time indeed.

best,
Stitch
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