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

To: Stitch who wrote (3633)	6/11/1998 11:34:00 AM
From: M.S. Raju	Read Replies (1) \| Respond to of 9256

Why are you so sure that HMTT is going to warn? Do you have any insider information or you are basing it on the recent warnings from WDC, Komag, and Storemedia. True, the media business is nasty but WDC says its 1st and 2nd generation MR desktop and enterprise segment is doing well, it is the segment HMTT supplies to. Maxtor and IOM seem to be doing okay too. The losses projected by Komag and Storemedia are not much different from the last quarter, and if HMTT's business holds like the other two, it should still show a decent profit. I am concerned but still not convinced why it should go down more than the other two. MSR