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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 168.91-0.5%10:05 AM EST
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To: Z Analyzer who wrote (6149)4/26/1999 11:37:00 PM
From: Mark Madden   of 9256
 
It is my WAG that the oversupply was with the box makers. Several of them disappointed. Maybe they hit the seam between the Pentium III and Pentium II. Smart buyers may not buy before the Pentium III was released because the release cause an immediate drop in prices for Pentium II and Pentium I machines. The high performance people may have waited for the Pentium III.
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