Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 140.23

-8.9%

Nov 20 3:59 PM EST

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To: Alan Hume who wrote (3036)	4/25/1998 3:16:00 AM
From: shane forbes	Read Replies (1) of 9256

Does anyone know in general what the approximate cap.exp spending for this industry is as a group? It would seem to me that if we can detect a marked reduction in the cap.exp. spending from last year then capacity and supply must be coming in line. Of course new competitors are always a pain and those located overseas have perhaps financials that are trickier to locate but nevertheless it seems to me that a cap.exp vs. Gigs or some such measure of unit volume would be interesting to benchmark. If no one has it I might check into it. Looking at the SEG 12 month run-rate for cap-exp it appears to have dropped off the proverbial cliff recently. In a capital intensive industry if there is a sharp reduction in cap.exp you can bet your bottom dollar that drive ASPs are about to stabilize n/t and i/t the bottom has been reached. (also put the same on QNTM thread - figured this would be the better place) Shane.

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