Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stitch who wrote (8993)	1/18/2001 8:16:50 AM
From: Sarmad Y. Hermiz	Respond to of 9256

Stitch, Thanks for posting your notes of the Quantum DD. I listened to it and sounded encouraging to me. My conclusion is that there is plenty of demand, but that the health of the DD makers hinges on the level of price aggressiveness. I am more convinced that the high level of inventory turns will remove the need to dump obsolete units into the market. I think that was the real reason for the losses, and if that is removed, then it is sunshine for us long suffering DD investors. I hope the market sees it this way too. Thanks, Sarmad

To: Stitch who wrote (8993)	1/18/2001 9:32:27 AM
From: T Bowl	Respond to of 9256

Stitch - Summarizing a CC... What will you do for us next? A few other notes: PVRs est to have grown from 100k in 99 to 1mil 2000, est 2.8mil 2001. Seems to be ramping like a typical consumer electronic item Desktop 7200rpm drives should make up 25% of the market High end 10k drives should be 30% of the market by end of year. 5wks inv in the channel. Up from 2wks last Q, but still "normal" 2wks last Q was low. todd

To: Stitch who wrote (8993)	1/18/2001 9:35:26 AM
From: Sam	Respond to of 9256

Here is a summary of the DSS CC: Message 15202192 Any corrections or elaborations or different interpretations are welcome. s.

To: Stitch who wrote (8993)	1/18/2001 9:48:23 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

To play devil's advocate on a segment I don't see having other than trading potential: These stocks have rarely exceed 10 to 15 times earnings when earnings are good (even back when this was a growth business). What would it take for these companies to earn even 10% of their market cap. Hasn't happened in a long time. HTCH is very uninteresting. Can't make money even after writing off huge amounts of capital investment. -Z