Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: Stitch who wrote (4499)	9/25/1998 3:41:00 AM
From: Frodo Baxter	Read Replies (3) of 9256

I don't remember the exact date, but Porter had extrapolated that .02c/MB was gonna happen in 1999 or 2000 or something like that. Don't look now folks, but the highest capacity Bigfoot TS does it today. Inventory is definitely down, seasonal uptick is beginning, but pricing remains aggressive. As Daniel Yergin said about the oil industry: no matter how many interesting characters I studied, I realized that there were only two players, supply and demand. We're still heavily over-supplied and under-demanded. Maybe now would be a good time to short the losers in the coming shakeout...

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