Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 169.55

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3:59 PM EST

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To: Stitch who wrote (2557)	2/25/1998 1:23:00 PM
From: MKL	Read Replies (3) of 9256

Stitch, My experience with TrendFocus is that they are as accurate as any that is out there. (That may not be saying much) DD industry is too cyclical with many outside influences. TrendFocus is good for technology and IDC is better for drives. Latest Forecast 4Q97 Act 1Q98 2Q98 3Q98 4Q98 Heads -------- ---- ---- ---- ---- MIG 11.6 8.5 7.8 6.9 5.9 TFI 66.9 49.5 31.1 20.6 12.0 MR 118.5 126.3 151.4 184.9 221.7 GMR - 0.3 1.5 11.7 27.8 Total 197.0 184.6 191.9 224.1 267.5 Media: 95mm 89.9 86.5 89.8 98.6 108.6 65mm 9.3 9.1 9.5 10.7 12.0 Total 102.6 98.99 104.1 116.5 130.3 (all) Happy Investing

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