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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)	10/8/2000 3:43:30 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 9256

LT, Did you see this note posted on the Quantum thread by Gottfried? Drive market update Oct 5.2000 IDE desktop drives Dave Nebbia, NECX analyst, reports that there is a supply shortage for Quantum, Fujitsu, Seagate, IBM, and Maxtor. He notes that the manufacturers were not ready for the sudden increase in demand. Prices are rising, and inventory is scarce. “If OEMs don’t react now, they are going to be hurting tomorrow,” Nebbia says. He says that the major need is in the 4400 rpm and 5400 rpm drives. He predicts that the 7200 rpm drives in a 20 gig capacity are the next big sellers [snip] semiconductoronline.com. ------------------- So here is my question, Notice WDC is missing from the shortage list. Now there are 3 theories to explain this: 1- WDC is not worth mentioning. 2- He forgot to mention it. and 3- (drum roll please...) WDC is not facing a shortage. Is #3 plausible ? And does this mean a blowout Dec Q for WDC and enough exuberance to allow us long-suffering longs to finally feel vindicated (and dump our shares at a profit), even if it was by an unpredictable act of nature! Regards, Sarmad

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