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

To: Mark Madden who wrote (7533)	12/13/1999 9:55:00 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

>> The situation becomes worst if your company has a warehouse full of freshly manufactured drives. Staffing and ordering of materials are often speculative on anticipated sales. When DD stocks started dropping in Nov 1997 I assumed it was due to Asian currency devaluations allowing Japanese companies to dump drives into US market. Now it seems that was just a co-incidence. Other companies that suffered from the (then) strong dollar have recovered in a big way. But disk drives just keep getting worse (if you're long). Hopefully by now all those warehouses full of obsolete drives are gone. Though I noticed that CDW's on-line catalog has many many different drives listed with same-day shipping. I guess that means there is no shortage of drives, yet.