Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: Sarmad Y. Hermiz who wrote (8972)	1/14/2001 7:30:42 PM
From: Stitch	Read Replies (2) of 9256

Sarmad, <<And now with seagate gone private, the supply will only get tighter, while demand continues to increase.>> I have to question your statement (above) because I see exactly the opposite developing. Seagate, cut loose from the fetters of SEC rules, is like cutting loose a hungry junkyard dog at a junior league tea party IMHO. And I can personally vouch that their production capacity and capability is as lean and mean as ever. Privatization doesn't have anything to do with with tighter supplies. To suggest so is a non sequitur. Its interesting, so far we have had only one warning from the DD group, and that was Quantum's December warning of tight supplies (likely an impact of the production problems at TDK/SAE). Nevertheless we know inventories in PC land have been growing. With PCs still accounting for most of the disk drives shipped how soon do you think we will see warnings from the disk drive makers? Or are they just so beat up that it doesn't matter anymore. I have to agree with the Morgan Stanley Dean Witter comments that more consolidation in the industry is still required and likely inevitable. Best, Stitch

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