Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: Yogi - Paul who wrote (3796)	6/24/1998 5:09:00 PM
From: Gottfried	Read Replies (1) of 9256

Yogi, Mr Geenen did not really give any guidance and mostly verified what this thread has discussed in the past. I wonder now which disk manufacturer will disappear. Komag is the obvious one, but the obvious does not always happen. FWIW, some ex-IBMers who went to Komag have returned to the mothership. In the head area I think ReadRite will survive, if only because there is no other independent head maker. All this is guesswork on my part. Looking at the chart, I wonder what the market knows that I don't. It seems there's no hurry to invest, because recovery of the business will be slow. And the companies may never reach previous peaks of profitability again. exchange2000.com GM

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