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

To: Gus who wrote (9025)	2/17/2001 11:05:40 AM
From: Ron M	Respond to of 9256

Is anyone still looking at HTCH? A series of 13Gs have rekindled my interest. The link follows: freeedgar.com Any opinions???? Ron ps: Gus, I really appreciate your insight and commentary on the EMC thread. Great work.

To: Gus who wrote (9025)	2/27/2001 4:06:35 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Gus and all, If any of the DD companies still have plants of any size in the West, the aluminum industry can show them how to make money: businessweek.com@@s8*xAWUQy03y3ggA/premium/01_09... How Tinmen Smelt a Quick Profit What`s more profitable than selling aluminum? Selling the electricity you would normally use to make it--to California. That`s what aluminum producers along the Northwest`s Columbia River have figured out. They`re buying electricity to run their plants from the regional power authority for $22 per kilowatt hour, then shutting down assembly lines, idling workers--and reselling the electricity for $405 per kwh. The power authority, understandably, wants the companies--Kaiser Aluminum, Columbia Falls Aluminum, and Golden Northwest--to give back a quarter of their windfall--worth up to $1 billion for the next seven months of the current contract. But while the others agree, Kaiser says no and is pocketing the $383 difference. Complains a Bonneville Power Administration spokesman: ``They are taking advantage of the power crisis.`` But Kaiser defends its actions, saying it`s merely exercising contractual rights to resell power. While it shut down two smelters, Kaiser still managed to pay 1,000 idled workers 75% to 100% of their wages. The plants are to remain closed for the contract`s duration. Without the windfall, the Houston-based aluminum maker would have lost 19 cents a share in the fourth quarter. But thanks to the deft arbitrage, Kaiser eked out a 14 cents-a-share profit. ``It didn`t make sense to make aluminum,`` says a Kaiser spokesman. With aluminum selling for 70 cents to 75 cents a pound and the power to make a pound of aluminum costing $1.50, he`s got a point. By Stanley Holmes

To: Gus who wrote (9025)	3/30/2001 3:29:57 PM
From: Sam	Read Replies (1) \| Respond to of 9256

I guess it's a reflection of just how hated this group has become that the largest merger in sector history has just been approved with no discussion or comment on this board. FWIW, I bought a little WDC. They will probably go up from here for at least awhile on speculation that they will gain share, if they execute properly. Maxtor and Quantum Announce Stockholder Approval for Maxtor/Quantum HDD Business Combination MILPITAS, Calif., Mar 30, 2001 /PRNewswire via COMTEX/ -- Maxtor Corporation (Nasdaq: MXTR chart, msgs) and Quantum Corporation (NYSE: HDD chart, msgs and chart, msgs DSS chart, msgs) announced today that stockholders of both companies have approved Maxtor's proposed business combination with Quantum HDD, as well as certain related proposals. The companies anticipate that the transaction will close within the week. This press release contains certain "forward-looking" statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on the current expectations of Maxtor and Quantum management and are subject to uncertainty and changes in circumstances. The forward-looking statements contained herein include statements about the consummation of the merger, which is subject to the satisfaction of closing conditions. More detailed information about these factors is set forth in the reports filed by Quantum and Maxtor with the Securities and Exchange Commission. Neither Quantum nor Maxtor is under any obligation to (and expressly disclaims any such obligation to) update or alter its forward-looking statements, whether as a result of new information, future events or otherwise. About Maxtor Maxtor Corporation is a leading supplier of information storage solutions. The company's current hard disk drive products include the award-winning DiamondMax(TM) and DiamondMax Plus line of products for mainstream and high performance personal computers and consumer electronics applications, as well as the DiamondMax VL line for entry-level PCs. Maxtor also offers a new 1394 External Storage(TM) solution and the MaxAttach(TM) family of network attached storage servers. Maxtor's leadership position has been built by consistently providing leading products, and by delivering high levels of quality and support for its customers. More information about Maxtor and its products can be found at maxtor.com or by calling toll-free 800-2-MAXTOR. Maxtor is traded on Nasdaq under the MXTR symbol. About Quantum Quantum Corporation, founded in 1980, is a leader in data protection, meeting enterprise customer needs through storage solutions and services. The company's DLT(TM) and Storage Systems Group (NYSE: DSS chart, msgs) is the world's largest supplier of DLTtape(TM) automation systems, providing a range of leading tape libraries from the workgroup to the data center and such related services as data protection consulting and storage network integration support. Quantum is a member of the Open Storage Networking (OSN) Initiative, which is dedicated to providing standards-based, integrated solutions and services that make storage area networks (SANs) open and easier to use, including in combination with network attached storage (NAS). As the world's leading supplier of DLTtape drives, Quantum has established DLTtape as the industry standard platform and a leader in data protection for mid-range servers. Recently, Quantum began shipping the first drives in its next generation Super DLTtape(TM) product family. Super DLTtape, which is scalable up to a terabyte and backward-read compatible with DLT 4000, 7000 and 8000 tape drives. Quantum is also a leader in the market for workgroup-class NAS appliances through its wholly owned subsidiary, Snap Appliances, Inc. Quantum DSS sales for the fiscal year ending March 31, 2000, were $1.4 billion. Quantum Corp., 500 McCarthy Blvd., Milpitas, CA 95035, 408-894-4000, quantum.com . Source: Maxtor Corporation Contact: Investors, Renee Budig of Quantum Corporation, 408-894-5563, or Investors, Jenifer Kirtland of Maxtor Corporation, 408-432-4270 URL: quantum.com maxtor.com