Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.08

+3.5%

Dec 19 9:30 AM EST

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To: Tom Simpson who wrote (3530)	6/8/1998 1:41:00 AM
From: Mark Oliver	Read Replies (3) of 9256

<The offering will be lead managed by Salomon Smith Barney, and co-managed by Hambrecht & Quist, Lehman Brothers, Merrill Lynch & Co. and NationsBanc Montgomery Securities LLC.> I may be cynical, but I wonder if we will see a series of upgrades or speakers saying that things are looking better for the storage industry as they prepare to get buyers for the Maxtor offering? After all, there seems to be a question of things picking up going in to the end of the year anyway, and reports of lowered inventory at Compaq. Would be good timing to raise Quantum to a moderate buy, etc. Regards, Mark

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