Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Madden who wrote (7889)	2/5/2000 6:49:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

Mark, >> We have yet to see the seasonal price drop that normally occurs at the end of the 4th calendar quarter. << Thanks again for a somewhat encouraging report. My particular worry now is whether Western Digital will turn around this quarter or not. I expect that Quantum, Maxtor and Seagate will each report higher profits in Q1. Perhaps 100% increase from Y99Q4. The question is will WD merely have lower losses, or actually a return to profits ? I wonder how Connex is doing ? I am also not hearing much about new apps of hard drives in entertainment appliances. I guess large volume is still a distant prospect. Regarding the missing drop, it will not happen anytime soon. With Win2K going on the market in a couple of weeks, there will be lots of hardware upgrades. My guess is that in addition to all the new PC's that are delayed for that, there are many millions of PC's that will be upgraded to Windows 2000. And if these PC's are a couple years old, they will for sure need a new higher capacity disk drive. So with the lean inventories, I expect retail replacement disk drive prices to be firm or higher. -Sarmad