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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 150.99+8.6%Nov 24 3:59 PM EST

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To: La Traguhs who wrote (5785)3/9/1999 1:27:00 PM
From: Mark Oliver  Read Replies (2) of 9256
 
I believe Hutchinson is becoming a good short term target. It is trading down to 33 1/2 and may dip farther on Mr. Greenspan says anything naughty, but I believe they are on track to having a good quarter.

Any thoughts on the AMD announcement? Is the low end selling less than expected, or has Intel recaptured some market share? Does this tell us anything useful for storage?

Regards,

Mark
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