Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 174.58

+1.5%

Dec 16 3:59 PM EST

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To: Z Analyzer who wrote (4104)	8/8/1998 7:22:00 PM
From: Scott Moore	Read Replies (2) of 9256

If there is any shortage or declining inventories it is because 3.2-4.3g drives are being phased out. They can't have the same margin on them as the 6.4's & up (which will be the heart by Xmas). If there was truly a shortage of 3.2's and 4.3's then there would not be 6 and 7 pages of them for sale at www.pricewatch.com. The second clue should be, that you can buy new at pricewatch.com for what I see the used 3.2 & 4.3's at ONSL and eBay. This is hype for a final pump and dump so some big institutional holders can get out what they have in this whole sector, IMHO. Maxtor and IBM are punishing the high-end, and Fujitsu, Samsung, and now even SEG are dumping on the low-end. Go and look at the prices and what the resellers are doing and this should be blatantly obvious. If KMAG and HMTT start ramping up production, then I'll believe there is a shortage. Respectfully Scott

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