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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 160.60-1.6%11:04 AM EST

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To: Gottfried who wrote (6989)8/20/1999 3:22:00 AM
From: La Traguhs  Read Replies (1) of 9256
 
<But Iomega is under the same stress as its HD brethren. IOM even performs like the DD index.>

Yes, you're right about that observation. But I have a problem making it all fit. The removable segment has consolidated and we still see Iomega struggling for profits. Yet, we wish for consolidation in the HDD industry with the expectation that it will bring back profitability.

I'm wondering how many of last years "SI/Diskcon get together" participants will have the interest in rehashing the same concerns now that we were moaning about the industry then. Some things just don't want to change.

Regards,
LT
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