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

To: Frodo Baxter who wrote (6591)	6/14/1999 9:51:00 PM
From: LK2	Respond to of 9256

RE>>I want some blood spilled this time.<<Does it matter whose blood? Yours, mine, or others on the DD threads? Healthy corrections are calmly viewed by the bystanders/grandstanders/analysts who don't have any positions in these stocks. Regards, Larry

To: Frodo Baxter who wrote (6591)	6/14/1999 10:09:00 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Lawrence, Blood? We have had plenty of that. WE are awash in it! I want CORPUS DELECTI!!!!! Best, Stitch (buying my & yours faves)

To: Frodo Baxter who wrote (6591)	6/15/1999 5:56:00 PM
From: Mark Oliver	Respond to of 9256

<Units down 10%, pricing probably down ~15%. Fighting to keep share at strategic OEMs, so most of unit shortfall from the channel, where there are no margin opportunities. Aggressive pricing due to competitors (probably SEG) trying to regain share at OEMs, pushing prices down and resulting in overbuild flooding channel (WDC). This is ridiculous. I want some blood spilled this time! Sheesh.> Be careful what you wish. Anyway, it strikes me as obvious that Maxtor is also having problems with Dell buying more drives from IBM. But, is IBM coming in as the low cost supplyer??? Regards, Mark