Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Mark Oliver who wrote (6070)	4/14/1999 12:20:00 PM
From: Z Analyzer	Read Replies (1) of 9256

<<Any discussion of significance about drive sales for new applications like VCRs are set-top boxes?> Said they thought it was an exciting opportunity, esp for U4. My take on the whole situation is that box makers and drives still face decent demand and falling ASPs are the bigger problem. -Z

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