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

To: Stitch who wrote (2972)	4/22/1998 2:03:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 9256

Stitch, both Innovex and Hutchinson seem to say they see demand picking up from here. Innovex says it's probably the bottom of the cycle. What do you think? Hutch also cited pull ins for the last week of the quarter due to Asia holidays. I would assume that means Ramadan. Does Ramadan put much pressure on drive manufacturing? I know when I was making clothes in Indonesia, these holidays had a tremendous effect on production. One could say quality was at risk as people changed their eating habits, but also they tried to make more so they would cover some of the time lost while visiting families. Will we see inventories worked off more this quarter than normal as people take holidays? Hutch says there are only 3 companies that could buy their TSA components for suspensions. Is that true, or do they fail to recognize captive demand from companies like IBM? What companies do you know are making their own suspensions in house? Regards, Mark