Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+1.5%

Nov 26 3:59 PM EST

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To: La Traguhs who wrote (8823)	10/6/2000 8:57:02 PM
From: Yogi - Paul	Read Replies (1) of 9256

LT, <<sending out strong signals that PC demand is apparently crashing all around us, ...>> PC demand growth is as bad as I'd heard and I'm not looking forward to Q3 earnings announcements from disk drive sector. I am looking forward to guidance for 4th quarter and 2001. I think we are looking at a Christmas 2001 demand explosion in consumer electronics as MP3 and broadband finally get some meaningful penetration. Useful to note that Napster (file sharing) is the fastest growing application on the internet and is being tuned for video as well. Playstation II and x-box are kickers for '01, Maxattach a nice corporate product. Barring Armageddon, I'll be buying a bit more of MXTR after earnings and guidance although I'll check out the spread MXTR/HDD 1st. I want to see some earnings visibility. DSS, too. Gimmie 15-20% by Christmas '01 and I'd be quite content. Earthquake in South West Japan (Tottori), a 7.3 Biggest since Kobe. Paul

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