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

To: La Traguhs who wrote (8713)	9/19/2000 2:16:38 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Hey, LT, we were typing our messages at the same time. We're hungry, no we're starving for news. Help feed a hungry man miles away from the banquet table! If this merger goes through, will it save WDC once again from oblivion? Or just help Fujitsu, Hitachi, Samsung become players (or bigger players, as the case may be) in this sector? s.

To: La Traguhs who wrote (8713)	9/19/2000 2:24:23 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 9256

LT, OK, I'll bite.... Stinky Water? TDK's own projections.... nothing to get excited about here... tdk.co.jp Allocation in December? What makes you think so and at what level... high end or low end or both? Can't figure out TXN news implications today... Whatcha think? biz.yahoo.com <<In order to make the most opportunities in the high-growth telecommunications and data networking markets, Engibous said that TI is re- deploying more than 100 highly skilled analog design engineers from their current assignments developing read channel products for hard-disk drive systems. TI will continue its preamp and servo driver product activity, but will discontinue its work in read channels.>> Paul

To: La Traguhs who wrote (8713)	9/20/2000 8:25:44 PM
From: Stitch	Read Replies (2) \| Respond to of 9256

Hi LT, Yes, I was there today but in and out of meetings during most of the show. I assume I will see you in the morning. Shall we shoot for lunch afterwards? SAEs problem is a flood in their wafer fab. I have not heard any details but you can expect that it will change the landscape of supply over the next few months. I think when the industry gets full wind of it it may change RDRT'd price a bit but I am not sure they will be in a position to capitalize as they are shipping all they can make already. Did you see the announcement that Singapore's DD shipments in August rose 10%? Expect more such announcements and you can assume that Malaysia and Thailand could make similar announcements if they were as effective as Singapore authorities are in counting such things. Also you can expect that the drift of the mean PC purchase towards the higher performance desktop and the server centric end of the market to be good for margins throughout the supply chain and also good for the avg components per drive number (which will slow in its inordinate drift downwards). Good news ahead for a change. But then we can talk about that and see if the others agree tomorrow. I am looking forward to it! Best, Stitch