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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 150.92+8.5%3:59 PM EST

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To: Yogi - Paul who wrote (5911)3/25/1999 7:34:00 PM
From: Stitch  Read Replies (3) of 9256
 
Yogi,
<<An interesting question is, Who's doing the order cancellations?>>

IMO it is IBM/WDC and QNTM. Desktop segment looking poorly. Very poorly. I wonder if this PC/DD market dip is going to pick any flys out of the ointment or is it going to lead the charge for a wholesale fogging of the house.

Best,
Stitch
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