Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 140.22

-8.9%

3:59 PM EST

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To: Sam who wrote (1333)	10/24/1997 1:55:00 PM
From: Graeme Smith	Read Replies (1) of 9256

What is happening in the DD sector at the moment. WDC and QNTM are getting trashed. Is this just because of KMAG. Are analysts expecting this quarters oversupply to continue. I got the impression from public quarterly statements that the worst was over and next quarter should be better than this quarter. Seeing as WDC and QNTM did surprising well considering the dumping by Seagate, why has sentiment turned so negative (judging by stock prices). Thanks, Graeme

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