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

To: Dale Stempson who wrote (7008)	8/26/1999 8:35:00 AM
From: T Bowl	Read Replies (3) \| Respond to of 9256

Dale - <<I'm interested in seeing how HMT reacts tomorrow. Does bad news for Komag indicate opportunity for HMT?>> Read the release again...T.H. Tan, Komag's president and chief executive officer. "After a close evaluation of these factors, we see limited opportunity for revenue growth in the merchant segment of the disk industry in the near future and have lowered our internal forecast to reflect this <<"The downward pressure of disk pricing remains strong due to the continuing excess production capacity within the disk industry," said view." >> How could that be anything but bad? There's no news here. Just the inevitable finally being announced. And it's going to get nothing but worse. Head Indys surely are soon to follow... todd