Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 221.51

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Jan 16 9:30 AM EST

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To: Sam who wrote (8628)	8/31/2000 12:19:26 AM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

>> Let's see. First, Seagate says pricing pressures are just terrible this quarter, terrible. Now they say their build plan might be reduced because of component shortages, << Sam, This is something I just don't understand. Demand (especially for enterprise drives) is increasing by leaps and bounds. Component supplies are very tight and the drive makers can't build enough units. SO WHY DO THEY REDUCE PRICES ? Sorry for shouting, but it is just absurd. RDRT, HTCH, and INVX have doubled in the past few weeks, but the drive makers are in the gutter. I don't get it.

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