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

To: Mark Oliver who wrote (6648)	6/19/1999 11:40:00 PM
From: La Traguhs	Respond to of 9256

Well Mark, I never knew you not to throw a lot of questions or thoughts out in one message. After listening to Haggerty, a soapbox evangelist shouting that the end is near would have been upbeat. But then, he's carrying a heavy load. Quantum, IMO, is best poised for whatever the A/V market brings us. There in it already. Next week they will announce a deal with Panasonic (besides all the Tivo, Replay and Sony stuff) Bigfoot is dead. Just shipping residual inventory. No new builds. A Quantum source tells me their low cost design efforts have been dusted off and are being put on a fast track. Time will tell if they and the rest of Johnny come latelys can catch the rising curve. SDLT still on schedule and I think they will be in the market before LTO. Samsung - those scrappy Koreans are still at it. On average they made $4 a drive last quarter. Expect them to be hurting like the rest of the herd this quarter, but they are still working those deep pockets. I'm out of breath, Mark. Regards, LT