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To: The ChrisMeister who wrote (4490)1/8/1998 5:43:00 PM
From: Anthony Wong  Respond to of 7841
 
From DJ - Disk-Drive Makers' 4Q Earns Seen Weak Due To Oversupply (Jan 8, 4.01 pm)
smartmoney.com



To: The ChrisMeister who wrote (4490)1/8/1998 6:15:00 PM
From: Bald Man from Mars  Respond to of 7841
 
<<So why's Micron up over 29 today, about 32% higher than less than a month ago?
Glad I lightened up on it a ton at the lows and held most my SEG. These things are
worse than girlfriends...>>

I think the chips are ahead of the Disk drivers by 1 quarter,
so now it is the time for the chips to turn back up.

What is wrong with your girlfriend, I hope you don't trade them
like your stocks. (Just kidding - I need some humor at this time
tomorrow will be another rough day with Adaptac !!!)



To: The ChrisMeister who wrote (4490)1/8/1998 6:32:00 PM
From: Jacky AY  Respond to of 7841
 
That's the reason...

biz.yahoo.com

The same thing can very well happen to US DD companies when native Japanese and Korean players got kicked out of the field. We already have Singaporean Micropolis gone. More shakeouts are to be seen. And it's back to the old rule of the game - only the ones with deepest pocket survive at the end.