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

To: Stitch who wrote (8258)	4/16/2000 2:34:00 PM
From: Tom Simpson	Read Replies (1) \| Respond to of 9256

MXTR looks pretty impressive actually. For example they are pumping out $19 in revenue for each dollar of ppe vs only $12 at WDC, even after WDC 1 timer charges. QNTM runs at $24/1 with a lot of help from MKE. The other thing noticeable about MXTR is the speed with which they write off their ppe....their annual d&a charge is running at 70ish percent of ppe in contrast to the usual 40-50ish elsewhere; no capacity bloat here. If the bear will just push it down to 8 or so I'll buy some to pair with HDD :o). Does anyone have a rational explanation for the strength in WDC these last few months? I just don't see it in the numbers and I must be missing something. Best Regards.......Tom

To: Stitch who wrote (8258)	4/16/2000 10:31:00 PM
From: Yogi - Paul	Respond to of 9256

Stitch, Thanks. As I age, I start to get concerned about little things like >40% of the world's disk drive manufacturing capacity located in a region roughly three times the size of Washington D.C. Never mind critical components single sourced or similarly concentrated. It's the way of the world, a by product of just in time philosophy, and the way it has to be. Still bothers me, though. Interestin little factoid illustrating the wonders of technology-- Playstation II and missle guidance systems: <<Local media reported Sunday that Sony's new PlayStation2 video-game consoles contain technologies similar to those found in missile guidance systems. Given the potential military applications and the price of the machines, special licenses are reportedly needed before they can be exported.>> cbs.marketwatch.com Paul