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To: FNS who wrote (2673)12/14/1997 12:47:00 AM
From: CPAMarty  Read Replies (1) | Respond to of 5058
 
It seems to me that the press release that I cited indicated that demand was expected to increase in 1998. Those who bot KMAG on Friday apparently think so. I am would not tell you the picture looks rosey; however i think the move to the downside has been overdone.



To: FNS who wrote (2673)12/14/1997 10:41:00 AM
From: T Bowl  Respond to of 5058
 
FNS -

<<And that tells me that Komag will be dumping drives on the market along with Japanese makers to compete/drive prices down further..>>

Hmm. First I've ever heard about KMAG making DDs... Try komag.com They're a media producer, not a DD producer. Largest customer is WDC.

Be careful what you read into.. KMAG is currently REDUCING CAPEXP plans and shutting down plants in CA.

BTW, thanks for the KMAG articles Marty

todd


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