Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 140.22

-8.9%

3:59 PM EST

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To: Bill Lin who wrote (2754)	3/9/1998 3:57:00 PM
From: Mark Oliver	Read Replies (3) of 9256

I'm sitting here wondering why Quantum is getting the worst treatment of all the storage stocks I follow? And why Hutchinson who seems to be in a big hole is not? It would seem that WDC and SEG have greater problems than QNTM, or am I missing something? Are the others closer to bottom? It looks pretty certain that disk sales related to PC's are going to be bad. I think a lot of enterprise disks will still be needed, especially for all these cheap PC's who will almost certainly be going on line. I wonder what the percentage of new PC owners will be going on line? Has anybody thought about the demand for storage that Cable systems would have should they ever get their act together with new services? Regards, Mark

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