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

To: Sarmad Y. Hermiz who wrote (7858)	1/29/2000 7:29:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

<<Encouraging so far. I took a look at inventories from the Q reports. Here is a summary.>> Good analysis....I took a quick look at the relative revenue numbers these inventories are supporting and there is substantial improvement excepting Seagate. I suspect that some of this inventory improvement reflects push backs on to component suppliers just as the box makers pushed theirs back on to the drive suppliers. Tom

To: Sarmad Y. Hermiz who wrote (7858)	1/29/2000 9:25:00 PM
From: Mark Madden	Respond to of 9256

I was not able to find a higher density than 4.6gb per platter in Fujitsu drives. Others on the thread may have better sources or search methods than I do. <I took a look at inventories from the Q reports> Also, the channel inventory is down (inventory at distributors). I heard several conference calls where they quoted how cautious they are about making too many drives. The manufacturers are watching their production a lot closer this year. They have a much closer relationship with distributors. Regards, Mark