Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 152.88

-5.9%

Nov 18 3:59 PM EST

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To: Mark Oliver who wrote (7209)	10/12/1999 3:18:00 PM
From: Sam	Read Replies (1) of 9256

Mark, I haven't listened to the call yet, but they are off of such a small base that I don't think their report of a somewhat stronger backlog is terribly significant. On the other hand, their market value already reflects a lot of pessimism, and, if they do indeed survive over the next year, the stock may be a good investment from here, at least as a trading vehicle. I want to listen to the call before making any more comments. I will be especially interested to hear the tone of their comments on M2. But of course, the proof is only in the pudding not in how the chef reviews his own meal; if both they and DSS meet their scheduled ship dates, SDLT will be about 2-3 months behind M2. I still haven't seen anything on LTO save rumors that IBM will allegedly ship their boxes at about the same time as SDLT.

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