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

To: Mark Oliver who wrote (3020)	4/24/1998 1:22:00 PM
From: Stitch	Respond to of 9256

Mark, <<If you wanted to venture a guess>> I don't wanna. My understanding is that it is high end stuff. When I get a chance (its late here in SE Asia) I will check out IBM's Almaden Research website as I think I saw something on there about this suspension. In the meantime maybe GM knows something?? << What's the word for the other companies?>> Seagate actually is in allocation on some high end models and, according to one source, is currently showing an internal forecast increasing the desktop build starting in Q3. I think WDC is still burdened by excess inventory and stuffed channels but we will learn more on Monday after the close. Its all in the call as they say. I am a little concerned that WDC's CC may throw some cold water on the recent little rally in the sector. Best, Stitch