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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 290.23

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3:59 PM EST

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To: Sam who wrote (1753)	12/11/1997 2:43:00 PM
From: Pierre-X	Read Replies (2) of 9256

Re: Crazy Asians I think one place where they have erred is underestimating the blistering pace of technology advance in DRAM and hard disk, two businesses where they have lost their shirts and socks. Where they go from here of course I am not privy to. I'll throw some thoughts out to move the discussion along though . . . *** As CEO of SILISMURF, I have observed substantial production cutbacks on the part of the major players, particularly the industry leader WaterGate. I view this as partial capitulation. In fact this is great news -- it can only benefit me for the other, dominant players to cut production. Due to my currently rather small market share any production cuts from me will have negligible impact on the current ugly situation. I will continue to produce as long as I can maintain positive gross margin, since any kind of marginal profit I can pull in will help me offset this huge huge depreciation from the plant investments I've already made. But without technology upgrades my gross margins will inevitably shrink to zero ... and then I'll be out of the game. I've given up on my dreams of global SILISMURF domination; I can see that it's a shitty business anyway. Now I just wanna make a few bucks so I dont get sent to the guillotine. I am praying for the big guys to keep cutting production and stabilize prices and do it fast fast fast. The future is now really out of my hands. PX, CEO SILISMURF INC. -- SHIRTLESS (I lost it today)

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