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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 270.16+7.9%Feb 2 3:59 PM EST

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To: t723a who wrote (4618)10/2/1998 2:47:00 PM
From: Mark Oliver  Read Replies (2) of 9256
 
Could you post some links to your Yahoo reports. I rarely go to those boards and don't think I've seen the posts you refer to.

Also, did you attend the demo Innovex held in person? I was told the AKI people were walking the floor the first day of Diskcon smiling like Cheshire Cats and that the machines demoed were from AKI. Maybe I was mistaken though. I did not attend in person.

<It is unlikely they will announce non-SEG design wins until other customers orders are being produced for competitive and customer relations reasons, although the November CC will no doubt be revealing.>

I'm not sure I understand what you are saying here? I think if they had a design win, they would surely announce it assuming the customer was in agreement.

In the end though, the additional value of these PR releases is little when all these companies really are very open and knowing about what each other is doing anyway. PR is only a vehicle to help stock price which is of great value to us.

Regards,

Mark
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