Disk Drive Sector Discussion Forum Message Board

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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: La Traguhs who wrote (5955)	3/28/1999 5:36:00 AM
From: Z Analyzer	Read Replies (1) of 9256

<<which I'm sure he was seeing happen, the sudden layoffs were prompted by one customer - IBM - walking in that fateful Thursday and dropping the bomb on his desk.>> I also suspect end of qtr inventory management which everyone is very focused on combined with customers finally realizing they were getting all the TSA they needed and ending double booking and thier own secret suspension inventory stashing.

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