Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 170.95

+0.7%

11:26 AM EST

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To: Sam who wrote (4095)	8/7/1998 8:18:00 AM
From: Mark Madden	Read Replies (2) of 9256

Sam, Thanks for the post on CHSE. It appears everything was in place for DD companies except demand. Hopefully as we hear more good news about supply drying up and demand increases for the Christmas buildup, we will see more rallies. I have more interest in CHSE as an early indicator for DD demand. They produced the first news I have heard about July sales. Do they frequently comment on sales results? Are they primarily desktop oriented? I am also looking for advance information on the high end. I expect 99 to be a great high end year as a safety net for the 2000 computer problem. Storage and backup storage may be in the plans for most companies that are not sure about their computer change for the year 2000. Do you have good sources for the high end business? Thanks again for your informative posts. Mark

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