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

To: Sam who wrote (8958)	1/11/2001 5:49:42 PM
From: Stitch	Read Replies (2) \| Respond to of 9256

Sam, <<A cutback in orders at HDD makes sense in light of their pending merger with Maxtor. They will undoubtedly be very conservative in their use of MKE's facilities, cutting back there first, and keeping Maxtor's assembly operations busy as much as possible. >> I understand your rationale but I do not think we will see this kind of choreography from the newly combined company until after the deal closes and a few months of true merger activity. I really think the slowdown of PC sales caught the industry flat footed and it was too late to turn off supply lines completely. While 2.5 inch drives will likely continue to see brisk sales, the desktop arena is highly suspect for Q1, and possibly extending into Q2, IMO. Having said all this I note that Quantun HDD has been buoyant in this little rally we just closed the third day of. I agree with the rest of your post however, believing there will be a return to profitability in the group. Best, Stitch