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Technology Stocks : Maxtor Corporation (MXO) -- Ignore unavailable to you. Want to Upgrade?

To: tech101 who wrote (25)	12/29/2003 1:03:34 PM
From: tech101	Read Replies (1) \| Respond to of 28

MXO - Best positioned co in disk drive by: lawrencengai (35/M/New York) Long-Term Sentiment: Strong Buy 12/29/03 09:59 am Msg: 100234 of 100250 09:44 MXO: Best positioned co in disk drive industry -- TWP (10.93 +0.27) Thomas Weisel believes that 2004 is poised to be a significant turning point for the disk drive industry. The protracted downturn in IT spending appears to be finally subsiding and the pipeline of deals related to the impending PC refresh cycle are beginning to emerge. Firm believes that Maxtor's leading position with OEMs on the transition to 80GB drives and presence within high-growth emerging countries could yield significant operational leverage as demand increases in 2004; firm believes believe that Maxtor continues to gain share at HP, Dell, and IBM in 4Q03 and expects the company to build on this strength throughout 2004.