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

To: Mark Oliver who wrote (6798)	7/15/1999 1:59:00 PM
From: La Traguhs	Read Replies (1) \| Respond to of 9256

Yes I did listen to the CC. They expect "significant loses" for the September quarter, as Todd Bakar (of H&Q) characterized it. Current wins are as third sources of supply - not too exciting. I believe they have a better than even chance to be a #1 or #2 supplier for the current 8 plus quals. They also have a good shot at supplying Quantum with GMR. So the two key milestones for this quarter are 1) win a #1 spot on a 8+/platter program, 2) qual at Quantum. RDRT feels these are good possibilities. We'll see! A third might be to hope APM decides to throw in the towel so they can pick up more Samsung business. Regards, LT