Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Dan Woodbury who wrote (7306)	11/5/1999 3:45:00 PM
From: Mark Oliver	Read Replies (1) of 9256

Dan, perhaps the new disk drive components they will make with AdFlex are also not subject to reductions as they reduce platter count like a suspension, head and interconnect? I think we all agree unit production of drives are going up, it's just not fast enough to counter falling ASP's or decreasing use of some components. Regardless, perhaps Hutch has based, or do you all think there is more bad news to come? Maybe now's the time to own it? Or should we stick with companies that go up 20% a day? Regards, Mark PS One of my big holdings now is Netro NTRO, which I am hoping will double or better this next year as their market for Fixed Wireless Broadband is just now taking off.

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