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

To: T Bowl who wrote (7293)	11/2/1999 9:36:00 PM
From: Z Analyzer	Read Replies (3) \| Respond to of 9256

My source of earnings estimates has disappeared. Can anyone point me in the right direction? Also, does anyone have the concensus estimate for HTCH this quarter?

To: T Bowl who wrote (7293)	11/2/1999 11:23:00 PM
From: All Mtn Ski	Respond to of 9256

Perhaps you are right. I got the trend of fewer heads per drive, that's why I got out of HTCH in July and switched to VECO. Is there no other way to play the DD's without throwing away money? VECO really only has about 60% of its sales to the Drive industry and with a new optical market to enter via Ion Tech, that percentage will probably shrink. It definitely looks like a losing industry, by the way these companies are managed, do any of these people have business degrees? I have heard all the forecasts about ever increasing storage demand, but where are the profits to go along with that? Tom