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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: Stitch who wrote (8172)3/27/2000 11:23:00 PM
From: Sarmad Y. Hermiz  Read Replies (1) of 9256
 
>> We suspect that there continues to be excess supply in the disk drive business and expect that there may be
some more pricing pressure before the industry environment improves.
<<

Are these people for real ? How can there be any excess supply in disk manufacturing capacity ? After all the unit growth and capacity cuts, plant closings and staff layoffs ?

-Sarmad
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