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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (6557)	6/10/1999 2:11:00 PM
From: Sam	Respond to of 9256

Mark, Thanks for the DiskTrend summary. I wonder if he includes in his forecast for 2002 drives for digital VCRs. He never mentions them in this summary. Best, Sam

To: Mark Oliver who wrote (6557)	6/10/1999 6:25:00 PM
From: CPAMarty	Read Replies (1) \| Respond to of 9256

Hard times for drive makers may be easing news.com Mark, thx for posting the DISK/TREND info.

To: Mark Oliver who wrote (6557)	6/11/1999 11:42:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 9256

Mark, I was surprised that the DISK/TREND report that you posted didn't generate more discussion. I particularly thought the projection of ASPs actually rising after the year 2000 might be criticized. If the disk drive pie grows to $50 billion by 2002 are we going to be sitting around here in three years marveling how this industry is a lousy business? Or is this growth just what the doctor ordered? Anyone, anyone? -Robert