Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 292.16

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1:21 PM EST

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To: Mark Oliver who wrote (4457)	9/16/1998 2:23:00 PM
From: Sam	Read Replies (1) of 9256

Mark, Thanks so much for the report. What does "correction in channel inventory for DLT" mean? I thought the inventory correction essentially ended last June or so. Are they now saying that they is still on, and DLT won't show any growth this past quarter either? My what a difference a year makes! I take it from your silence on the matter that no products are expected from their relationship with Terastor until next year sometime. I also presume that MB meant that MKE had US$1 billion not 1 billion. Thanks again for the report, my best wishes to you, Sam

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