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

To: Sarmad Y. Hermiz who wrote (8177)	3/27/2000 11:36:00 PM
From: Stitch	Read Replies (2) \| Respond to of 9256

Sarmad, <<Are these people for real ? How can there be any excess supply in disk manufacturing capacity ? After all the unit growth and capacity cuts, plant closings and staff layoffs ?>> They are for real IMO and I believe they are right. Pricing pressures are not going to disappear, and I expect to see them building some steam by end of Q2. It all depends on the PC market, guys, same old tune for a while. So it is a race, sort of, to see who captures OEM share and keeps their factories busy while we all wait for bandwidth and new appliances to come on stream. This war ain't over, just on a bit of a holiday. Just one more comment: don't count on upstream markets to offer margin relief. If everyone swims upstream price pressures will follow. Cost and cash are still the reigning issues. Best, Stitch