Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 179.68

-1.0%

Dec 29 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: T Bowl who wrote (3768)	6/18/1998 7:29:00 PM
From: Bill Lin	Read Replies (3) of 9256

Thanks Todd, I read that and wasn't sure that it was still the MDP line. KMAG announced a 7.4 gig platter, but I have trouble believing that they can get this out with profitable yields. Still negative on the industry. Now more than ever. Until we see 3 mergers and end up with 3 major DD players (a true oligopoly), overcapacity and pricing pressure will abound. IOM just bit the big one. QNTM needs to buy this dead duck. Lots of synergy available. Someone mentioned the demise of DLT. If DLT is dead, what will happen to HWP and QNTM/ATLPA? pretty ugly train of thought... thanks! BL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next