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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 181.08+3.5%Dec 19 9:30 AM EST

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To: Mark Madden who wrote (5313)1/23/1999 3:24:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
<< Actually, I'm just fishing for something to track that will give me early
warning of DD demand shifts. Waiting for conference calls hasn't been doing it for me.
Neither does listening to conflicting analyst reports.
>>Unfortunately and surprisingly, we seem to have no one on these threads close to the channel inventory situation which would be the best indicator of negative change. Seems like the reality is we are the last to know. My experience is when the first analyst mentions bloated channel inventories, look out below.
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