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: Sam who wrote (6442)	5/31/1999 11:39:00 AM
From: Z Analyzer	Read Replies (1) of 9256

Way too quiet! Surprising given two possible opportunities. First, people on the Yahoo board saying there have been a number of callbacks at HTCH as well as comments by HTCH at the Solomon conference that business improving. Second, the Meridian/Quantum arbitrage looks very attractive. On another note, QNTM saying that desktop pricing more aggressive than expected at the time of their conference call. Further evidence that some things never change in the DD business. I find it very hard to get excited about drive manufacturing. -Z

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