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To: Doug Bean who wrote (1962)12/30/1997 1:20:00 PM
From: Scott H. Davis  Respond to of 3029
 
To all: A copule of relevant links from the AXC thread concerning future platter densities. Note this is still a way off. For those not familiar with him from other threads, A.S.Ong Yiu (Gus) is fairly well respected in terms of his ability to grasp and apply disk drive industry info. FYI Scott

exchange2000.com

exchange2000.com



To: Doug Bean who wrote (1962)12/30/1997 2:55:00 PM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 3029
 
SORRY....but there was more "feeling" in your post than factual analysis or a concrete thesis....

I am glad you "feel" good about the market, but I think you have under estimated considerably the issues at hand.... most have been discussed on numerous threads; I therefore won't waste bandwidth on this one.... you can also find much in depth discussion in many finacial reporting locations....i.e. wall str. journal, industry magazines related to the technology sector, news reports, etc etc.

good luck then.

Joel