Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.11

-5.4%

Nov 13 3:59 PM EST

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To: Frodo Baxter who wrote (6478)	6/4/1999 12:50:00 AM
From: Stitch	Read Replies (1) of 9256

Lawrence, Take heart. It'll get worse. The darkest hour...blah blah. Look, this last quarter is simple. Demand up prices severely down. Down because Samsung's disqualification at several of the OEMs prompted them to unrelentlessly stuff the channel. Seagate re-entered and turned up the heat. Its time guys. There is going to be a flame out. Who is it? I still think it is WDC. But it will take more time. Z, don't count KRP out yet. Maxtor will not make numbers this quarter either but they may not warn guys. Line up your bets. This horse is still bucking. And I can't say I blame Yogi one bit. You gotta look far. But disk drives are not going away...not by a long shot. Best, Stitch

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