Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.95

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3:39 PM EST

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To: jfrancis who wrote (7229)	10/19/1999 10:12:00 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 9256

>> Does anyone have opinions on when the disk drive industry is going to get some traction? I had been under the naive impression that the DD industry would revive when: 1- Asian economies revived so that they will increase their use of technology, including PC's. 2- Asian currencies strengthen (or dollar weakens) so asia stops dumping below cost parts into US. 3- Disk drive manufacturing technology changes so that old (circa 1997) plants are obsolete. My fantasy was that when these things happened, the surviving DD companies would mint money. This scenario has worked for Micron and other memory makers. It worked for nearly everyone in the Semi sector. It worked for oil drillers and Aluminum and cement. But not for disks. I still firmly believe it will, and soon. Does anyone know where all the excess disk drives come from ? Is it Seagate ? or Asian makers dumping below cost ? It surely cannot be Japanese companies, with their Yen so strong.

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