Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+1.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam who wrote (5779)	3/4/1999 5:43:00 PM
From: Mark Oliver	Read Replies (4) of 9256

I agree with you. I can't be good for Maxtor. I should think the market will not want to wait and see. They did some selling today, but rose off the lows. I think they will trend down from here until some good news can make up what must be some loss of business with Dell. Does anyone know the level of business Quantum does with Dell? But, I don't own Maxtor and don't really care. What I do wonder though is what may translate downhill to component suppliers. I do own RDRT and they have a big business with Maxtor, so I guess this is negative. I had hoped to buy some HTCH in the high 20's, but haven't. I think this news will be short term fine for them as to date Maxtor isn't a big customer, but IBM is. We shall see. Will be interested to read cpoming opinions. Regards, Mark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next