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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 153.96+0.7%Nov 19 3:59 PM EST
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To: Z Analyzer who wrote (6145)4/26/1999 9:27:00 PM
From: Frodo Baxter  Read Replies (1) of 9256
 
>I have the impression, though no evidence, that we experienced what will likely be a short, sharp inventory correction and the conditions will soon seem to improve.

Huh? Inventories have been incredibly lean for a while. It's oversupply, nothing else.

And I've yet to hear a credible explanation how, in a JIT world, it's possible to avoid overcapacity during the seasonally weak quarters.
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