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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 163.33+3.5%Nov 28 9:30 AM EST
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To: Mark Oliver who wrote (5518)2/10/1999 7:19:00 PM
From: Z Analyzer  Read Replies (2) of 9256
 
<<But analysts were quick to point out that drive makers and OEMs alike seem
to have learned their lesson from a year ago, when a shift in market conditions left most
suppliers caught with excess inventory.
>> Hard for me to understand why everyone is so convinced that lessons have been learned just because we had a quarter of sub-par profitability during the seasonally stongest quarter of the year and one during which demand significantly outstripped everyone's expectations. Seems a liitle early for congratulations. Z
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