SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Disk Drive Sector Discussion Forum
WDC 241.75+8.4%3:56 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Yogi - Paul who wrote (6826)7/17/1999 10:05:00 AM
From: Sam  Read Replies (2) of 9256
 
Yogi,
Thanks for the Barrons cite and the correction, I know I missed some of the numbers, that's why I didn't cite many of them. The Barrons mention won't hurt, but was pretty basic. I think it was Mark who asked what seems to me to be the real question for HTCH: to what extent will the diminishing number of heads in drives offset the increasing number of drives? The answer to that question will determine whether it will be a good or a really good investment from here, I think. They are clearly gaining share. I'm not sure what the answer is.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext