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

To: appro who wrote (8284)4/22/2000 12:39:00 PM
From: johnd  Read Replies (1) | Respond to of 9256
 
"I think there is going to be a demand explosion in the third and fourth quarters that surprises even Intel," Lam said.

I strongly believe the last 2 weeks of March corporate PC demand turnaround that Microsoft saw is an acceleration that is going to lead to a demand explotion for the rest of the year.

The CPU, chips demand is the best leading indicator for Microsoft software.



To: appro who wrote (8284)4/22/2000 2:52:00 PM
From: Stitch  Read Replies (2) | Respond to of 9256
 
appro;

Thanks for the heads upon the Komag and AMD releases. An interesting market and if we can shake off the jitters maybe we can see some recovery in share prices. Is it me, or is it true that every time the DD industry announces good news it coincides with a general market sentiment turn?

Frustrating.

Best,
Stitch


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