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


To: LK2 who wrote (7764)1/11/2000 1:27:00 PM
From: Dale Stempson  Read Replies (1) | Respond to of 9256
 
RE: "DSS problem is they said they would make less money than they thought, in the current quarter and the next quarter. If they weren't making money, they wouldn't have that problem."

LOL

FWIW, I've been on the sidelines in the DD sector for some time now, but I was sucked-in with the drop in DSS today. It seemed the selling is perhaps overdone. I'm back in with a new position. If anyone is interested in the CC:

A digital replay will be available beginning Monday, January 10th at 4:00 PM, PST until Wednesday, January 12th at 5:00 PM, PST.

Replay Numbers:
800-405-2236 (Domestic)
303-590-3000 (International)
Access Number: 662597

One comment that was made in the CC that I'm not certain I agree with is the expectation of typical seasonal server sales decline for this quarter. I would hope there might have been some weakness there last quarter and some pent up demand waiting in the wings.

Well, here I go again, (I'll never learn).

Regards - Dale