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To: James F. Hopkins who wrote (11608)3/25/1998 5:33:00 PM
From: Brad Rogers  Read Replies (1) | Respond to of 12298
 
Komag just warned, but no big deal. Q1 will be bad, but sequential turnaround (on a unit volume basis) in Q2. Net net, not so bad news. All this crap is bottoming.

SHORTS: be very careful here. That story is almost over. Don't get greedy.



To: James F. Hopkins who wrote (11608)3/25/1998 5:41:00 PM
From: Stitch  Respond to of 12298
 
James,

Rewritable optical won't threaten DD sector at all. It does stand to compete with other forms of removable however.

best.,
Stitch