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


To: Frodo Baxter who wrote (1785)12/13/1997 9:02:00 AM
From: T Bowl  Read Replies (2) | Respond to of 9256
 
Lawrance -

<<Apparently she still doesn't believe them>>

I didn't either. If the "almost 100% growth" comment was not a mistake, and we were looking for 50% growth Q/Q, don't you think you would have heard more enthusiasm? I personally think they made a mistake.

The largest Q/Q growth they;ve seen in DLT was Sep over June by 28%. They talked that do death how "huge" that was. And at that time they were just getting out of the supply constraints.

Are they going for Europe? Are they going for the dist channel? How would they get that growth?

todd