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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 176.05

-2.0%

Dec 30 3:59 PM EST

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To: Gottfried who wrote (3856)	6/28/1998 7:11:00 PM
From: Pierre-X	Read Replies (2) of 9256

Very nice Forbes on HTCH. This caught my attn from Forbes: "Our customers tell us that we reduced plant space required by 40%, reduced labor costs by 30% and improved yields by as much as 15 percentage points." Sounds like a whole bunch of BONUS CAPACITY to me -- if the new wireless suspensions are widely adopted, worldwide HDD manufacturing square footage increase by up to 40%. (!) This caught my attn from Yahoo: "For the 26 weeks ended 3/29/98, revenues fell 20% to $184.1 million. Net loss totalled $25.9 million vs. an income of $27.8 million." Here's an interesting article about Maxtor: sjmercury.com Maxtor increased its market share of drives for desktop PCs from 5.6 percent to 13.4 percent. The share came primarily from Western Digital Corp. (NYSE, WDC) and Quantum Corp. (Nasdaq, QNTM), says Bruce S. Seltzer ... Dell Computer Corp. (Nasdaq, DELL) and IBM account for 43 percent of all revenues.

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