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Technology Stocks : Quantum Disk Drives (HDD) -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (128)	7/26/2000 3:51:28 PM
From: Thomas DeGagne	Read Replies (4) \| Respond to of 179

Could you please post a few notes from the conference call. I do not have a sound card on my PC. I'm shocked by the steep drop in HDD's price. I also own Maxtor and it has been punished as well today. Why? Is this a buying opportunity or is the disk industry going into another down turn?

To: Gottfried who wrote (128)	7/26/2000 7:20:26 PM
From: Mark Adams	Read Replies (1) \| Respond to of 179

Gottfried That's a quote from theregister.co.uk They also said as much in the conf call. I took it to mean that their backlog and existing contracts would fully use their capacity, and that they were temporarily unable to expand capacity at the enterprise end as a result of TI chip shortages. That the product is near end of life is probably a hint that they aren't excited about the prospect of qualing a second source of the preamp. They are limiting their desktop build plan below capacity, or that's the impression I had.