Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Oliver who wrote (3541)	6/8/1998 8:24:00 AM
From: CPAMarty	Read Replies (1) \| Respond to of 9256

TeraStor Unveils 10 and 20 Gigabyte Storage Products Monday June 8 6:04am BusinessWire zdii.com

To: Mark Oliver who wrote (3541)	6/8/1998 3:08:00 PM
From: Tom Simpson	Read Replies (2) \| Respond to of 9256

>Would be good timing to raise Quantum to a moderate buy, etc. Hey, you powerful person you!!!! QNTM up 3/4 today on your idle suggestion! You need to send Sam an invoice for your fee :o) What do you think about that offering Mark? They have less than 100 million in PPE so it looks like they would be the least vertical and purest drive manufacturer of the majors. They have more than twice that just in receivables. Best Regards....Tom

To: Mark Oliver who wrote (3541)	6/9/1998 9:31:00 AM
From: LK2	Respond to of 9256

A leader speaks, and the market responds! www3.techstocks.com Mark writes >I may be cynical, but I wonder if we will see a series of upgrades or speakers saying that things are looking better for the storage industry as they prepare to get buyers for the Maxtor offering?< Today, on CNBC, it's reported that Salomon Smith Barney, who will be lead managing the Maxtor offering, have upgraded SEG after speaking with SEG management. Salomon Smith Barney is predicting SEG will report a profit in the upcoming quarter of 4 cents a share, and that the downturn in the disk drive sector may be over. Also, Cramer of thestreet.com was plugging SEG this weekend, CNBC reports. (Actually, from what I remember, Cramer started talking positively about the disk drive sector at least a week or two ago. More specifically, he went from a very negative attitude on the sector some time back (which turned out be be a good or lucky guess), to a neutral or slightly positive attitude a short while ago. [I haven't read or heard his latest comments on the disk drive sector].) Best regards, Larry