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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: T Bowl who wrote (2918)	3/25/1998 7:14:00 PM
From: Dale Stempson	Read Replies (1) \| Respond to of 9256

Re: "Trivia question of the day... We heard from RDRT and now we've heard from KMAG. What do those 2 companies have in common?" Answer: I don't own shares in either company? Answer: At least one of them is not HMTT? Answer: Both can be found in the Silicon Valley? <g> Regards - Dale

To: T Bowl who wrote (2918)	3/26/1998 2:15:00 AM
From: Stitch	Respond to of 9256

Todd, <<We heard from RDRT and now we've heard from KMAG. What do those 2 companies have in common?>> Both are in very deep guano. Best, Stitch

To: T Bowl who wrote (2918)	3/26/1998 9:50:00 AM
From: Robert Douglas	Respond to of 9256

We heard from RDRT and now we've heard from KMAG. What do those 2 companies have in common? Hint: Maxtor is both companies 2nd largest customer. I can tell you what I am hoping it means in a fantasy headline. "Maxtor to quit drive business". This is what the industry needs, the elimination of some of the excess capacity. And this sure would be the fastest way to accomplish that. It may not be good for the parts suppliers to Maxtor, but the long run health of the drive industry will improve the faster the upcoming consolidation takes place.