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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 139.09

-0.8%

Nov 21 9:30 AM EST

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To: Stitch who wrote (3021)	4/24/1998 1:29:00 PM
From: Mark Oliver	Read Replies (1) of 9256

Do you actually listen to conference calls or do you depend on reports from others? I found calls to 800 numbers from Australia were about the most expensive call you could make. A typical call would probably cost me $60 which I hate like the dickens to pay. So, I missed out. Before I left though, there were some interesting gateways for using 800 numbers through the internet for free or cheap. Still, they don't seem to offer the advantage of putting in codes after the call is dialed. So, do you just write off these costs or do you have a better way to access numbers? Also, regarding components, it seems to me that there are components with cut throat competition (heads and media) and then there are niche players that hold dominant market share and reasonable margins. They benefit from unit growth no matter the pricing pressure the manufacturers face. That was a good reason to buy Innovex, but things have become more complicated. Do you think there are any others who fall into this group that might be worth looking into? Now, I'll start reading these links you gave. Looking forward to see LK's pitch. Regards, Mark

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