Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: La Traguhs who wrote (6701)	6/24/1999 2:00:00 AM
From: CPAMarty	Read Replies (1) of 9256

guess that Aune's "prediction" for storage hardware being a multi-billion dollar business doesn't take him too far out on a limb Not many analysts going out on a limb (QNTM pump and dump aside) after the recent round of pre-announcements. BTW, do you think that SEG will warn? Must say that i have been expecting it, but it is getting late. If SEG's vertical integration model has kept them profitable during the price war this quarter they might continue the insanity.

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