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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 221.51-0.3%Jan 16 9:30 AM EST
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To: La Traguhs who wrote (8713)9/20/2000 8:25:44 PM
From: Stitch  Read Replies (2) of 9256
 
Hi LT,

Yes, I was there today but in and out of meetings during most of the show. I assume I will see you in the morning. Shall we shoot for lunch afterwards?

SAEs problem is a flood in their wafer fab. I have not heard any details but you can expect that it will change the landscape of supply over the next few months. I think when the industry gets full wind of it it may change RDRT'd price a bit but I am not sure they will be in a position to capitalize as they are shipping all they can make already. Did you see the announcement that Singapore's DD shipments in August rose 10%? Expect more such announcements and you can assume that Malaysia and Thailand could make similar announcements if they were as effective as Singapore authorities are in counting such things.

Also you can expect that the drift of the mean PC purchase towards the higher performance desktop and the server centric end of the market to be good for margins throughout the supply chain and also good for the avg components per drive number (which will slow in its inordinate drift downwards). Good news ahead for a change. But then we can talk about that and see if the others agree tomorrow. I am looking forward to it!
Best,
Stitch
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