Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 280.49

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9:44 AM EST

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To: Sam who wrote (4531)	9/27/1998 1:33:00 AM
From: Mark Oliver	Read Replies (1) of 9256

<The introduction of Super DLT next year could affect DLT 7000 sales, said Bob Abraham, vice president of Freeman Associates. "It could impact DLT 7000 sales as customers wait for the new drives to become available, especially if Quantum is slow to ramp up production," he said. "That's the worst-case scenario."> This is always a problem going into a new product. Certainly a fear and it'll probably hit in the weakest quarter for hard drive sales if SDLT stays on schedule of mid 99. Could be a great reason to be nervous. Question is will ATL spread the risk? In general, I'm worried about being invested in mid 99 anyway as people lighten up on stocks just in case the y2k cause some problems. Regards, Mark

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