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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 236.33

-2.9%

3:59 PM EST

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To: LoLoLoLita who wrote (2055)	1/4/1998 3:03:00 PM
From: Dale Stempson	Read Replies (2) of 9256

From your selection, I like HMTT best. Here's an interesting recent post from the HMTT thread: ____________________ To: Mark Adams (1433 ) From: Darrell Smith Tuesday, Dec 9 1997 2:19PM EST Reply # of 1465 spoke to HMTT IR again today some relevant points: a) "we are on target; inventory & capacity are maxxed out, working 24 hours a day to fill demand that we have" b) "we supply wdc's high-end line and haven't seen much slack there either" c) "we've only had to make very minor pricing adjustments, but nothing that will adversely affect our internal targets" d) "quantum and maxtor continue to do well from our perspective and show no weakening" e) "no slack in demand from samsung" I asked if what the CEO stated during conference call was still correct, i.e., his statment "we've never seen so much business in the channel", and they affirmed that it was I asked if what was happening at Seagate was affecting their bottom line and they stated no. They stated that they are making everything they possibly can for Iomega as Iomega is maxxing their production line for jaz platters. ____________________ Regards - Dale

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