Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 168.90

+4.9%

Dec 5 9:30 AM EST

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To: Stitch who wrote (2519)	2/21/1998 12:02:00 PM
From: T Bowl	Read Replies (1) of 9256

<<Hope this helps>> Yeah, thanks Stitch! If I didn't know better I'd think you were short the Indys. I honestly haven't read a more grim post in my short career here on SI. Man that's depressing. Who does Trace supply? How big are they? They were 15% or $20mil of IVACs rev in 1997. If I add up all the IVAC sales to them I find around $35mil which might be 15 MDP lines... It's interesting that they spent $7mil in 96 with IVAC and $20mil in 97. Their expansion must have been pretty rapid last year just to sit idle now. todd

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