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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 155.45+3.0%Nov 25 3:59 PM EST

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To: Z Analyzer who wrote (5890)3/24/1999 1:12:00 AM
From: La Traguhs  Read Replies (1) of 9256
 
Z,

"Don't they say something about things being blackest just before the dawn?"

If your talking blackest, we've got a bit more to go before we hit black October last year.

OK, given that were reaching bottom - just what is going to reverse the trend? Got to be overall PC sales. And what is going to drive them up the next two quarters?

Yeh, the Pentium III at 500MHz is great for the server/enterprise/power user but that's not where the volumes are (although that is where the growth and margins are now)

Regards,
LT
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