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To: charlie who wrote (2685)12/23/1997 11:03:00 PM
From: Factfinder  Respond to of 5058
 
An interesting article out of business week that estimates high tech growth by sector for the coming year. I am pleased to see that the disc drive sector has the most stable growth projection of all sectors. This is not reflected in the recent price erosion of the stocks in this sector. This could support a major turnaround in stock prices. I would appreciate your comments on this.

businessweek.com



To: charlie who wrote (2685)12/24/1997 11:21:00 AM
From: EyeDrMike  Read Replies (1) | Respond to of 5058
 
<<Interesting. Either they have not updated their list for decades, or HP is doing something I am not aware of. HP exited disk drive years ago.>>

i can only tell you that this info came straight from IR this week,

Mike



To: charlie who wrote (2685)12/25/1997 8:22:00 PM
From: Stitch  Respond to of 5058
 
Charlie & DrEyeMike,
The listing of H-P is for the supply of MR Heads to H-Ps tape drive business, which is still healthy. But the numbers are low compared to DD sector. Seagate is the largest supplier of tape heads, since they acquired AMC's tape head facility about 1.5 yrs ago.
best,
Stitch