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: Stitch who wrote (8710)	9/19/2000 2:12:39 PM
From: La Traguhs	Read Replies (3) of 9256

Hi Stitch, (you here for Diskcon?), et al.... This time gang, don't be so quick to dismiss the "merger" between Quantum and Maxtor. It appears the issues with MKE have been worked out. Now the fly in the ointment for the deal and for that matter the entire HDD industry is the TDK "stinky water" problems. Be prepared for industry allocation in the December quarter along with higher pricing - - finally! I believe the industry is slowly turning the corner. Now with that said...maybe we can kick the level of dialog up a bit. Regards, LT

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