Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 236.48

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1:33 PM EST

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To: Z Analyzer who wrote (2054)	1/5/1998 9:18:00 AM
From: Pierre-X	Read Replies (1) of 9256

Re: Industry cutbacks This seems like a classic busted cartel situation (except that the cartel never existed in the first place <g>) where the discipline of a few members only helps the opportunistic. I like your peace pipe metaphor. <g> It's very apropos to what's going on -- seems like IBM and Maxtor are out for blood. I'm not long any of these guys yet, still awaiting definitive demand growth indicators. The double whammy of falling PC ASPs and curbed growth overseas has created a pretty huge bust situation, and I don't the think fat lady has sung yet ... PX

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