Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.11

+5.2%

3:59 PM EST

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To: Robert Douglas who wrote (9197)	1/7/2003 12:15:02 PM
From: Tom Simpson	Read Replies (1) of 9256

<Maybe, maybe not> Not to mention that it is generally unstated whether an instance of "market share" is expressed as a percentage of units or of revenue. The best news is the apparent elevated manufacturing yield problems. Probably 80 GB platter rampup programs. If its starting to get tougher pushing the MR envelope then maybe we will finally see that density curve start to level out a bit. That would actually put a little sizzle back in the sector :o)

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