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To: Mark Oliver who wrote (2509)6/9/1998 7:27:00 PM
From: Gerald Walls  Respond to of 3029
 
I think we'll see some interest regenerated in the dd sector as analysts try to prep the market for Maxtor IPO. Witness the upgrade by Saloman Smith Barney on SEG today. They are suggesting a U in the market as drives are at or near bottom. They are also one of the lead companies bringing out Maxtor.

I'd guess that tomorrow the DD industry will take its lead from today's horrible WDC warning of ($1.40)-something vs. expected ($0.50)-ish.



To: Mark Oliver who wrote (2509)6/10/1998 10:15:00 AM
From: Box-By-The-Riviera™  Respond to of 3029
 
fyi....somewhere on pr newswire.... rdrt said they will have flat sales for the qtr. I received it by fax. sorry i can't duplicate it here for those who are interested....

Joel



To: Mark Oliver who wrote (2509)6/10/1998 5:20:00 PM
From: Beltropolis Boy  Read Replies (1) | Respond to of 3029
 
>I think we'll see some interest regenerated in the dd sector as
>analysts try to prep the market for Maxtor IPO. Witness the upgrade
>by Saloman Smith Barney on SEG today. They are suggesting a U in
>the market as drives are at or near bottom.

appreciate your insight, mark. i concur, but unfortunately, not today. whole sector took it on the chin dragged down by wdc on huge volume -- numero dos on the board grande. indeed, quantum down over 10%. htch dropped 2-1/16 too. heh heh.

just when i think invx can't go any lower, that damn music kicks in:

grace.carrick.pps.pgh.pa.us