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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 241.92+8.5%Jan 21 3:59 PM EST

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To: Sam who wrote (8984)1/17/2001 12:38:07 PM
From: Stitch  Read Replies (1) of 9256
 
Sam,
<<Guess it's a sign of the total lack of interest in the drive segment that no one even bothers to report HTCH's quarter. >>
I saw a summary of the conference call. Clearly the waning average number of heads per drive is having a toll on the component guys. I can't understand why they are still spending 10 million per quarter on cap ex.

best,
Stitch
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