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

To: jfrancis who wrote (7229)	10/19/1999 10:12:00 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 9256

>> Does anyone have opinions on when the disk drive industry is going to get some traction? I had been under the naive impression that the DD industry would revive when: 1- Asian economies revived so that they will increase their use of technology, including PC's. 2- Asian currencies strengthen (or dollar weakens) so asia stops dumping below cost parts into US. 3- Disk drive manufacturing technology changes so that old (circa 1997) plants are obsolete. My fantasy was that when these things happened, the surviving DD companies would mint money. This scenario has worked for Micron and other memory makers. It worked for nearly everyone in the Semi sector. It worked for oil drillers and Aluminum and cement. But not for disks. I still firmly believe it will, and soon. Does anyone know where all the excess disk drives come from ? Is it Seagate ? or Asian makers dumping below cost ? It surely cannot be Japanese companies, with their Yen so strong.

To: jfrancis who wrote (7229)	10/20/1999 6:37:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

I'm still optimistic on HTCH. Their dominant position seems better than ever, SEG adoption of TSA should help further utilize their capacity while increasing ASPs. Excess capacity seems to be the only shorcoming now as a result of the rapid decline in heads per disk. But eventually the high growth of the high end drives and expansion of the low end market will catch up, other application for drives will grow and HTCH should start minting money as well as getting a reasonable P/E.