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To: Dale J. who wrote (58366)	6/20/1998 9:24:00 AM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

Dale J, I wouldn't touch the disk drive sector with a ten for pole either. It's a double glut, too much size and too many drives. Jim

To: Dale J. who wrote (58366)	6/20/1998 3:58:00 PM
From: Steve Porter	Respond to of 186894

Dale, Steve, Qntm hit 18, but I still wouldn't touch it or Maxtor. Fujitsu is going to increase drive capacity by 18 million drives this year alone Yeah I saw QNTM hit 18.. as for Fujitsu, let them increase capacity.. they don't have anything big in the server market/high-scsi area.. the drive market is an indication of where the CPU market is headed btw:.. just like DRAM before it.. but I better not say that on this thread.. heaven forbid the x86 market become a commodity situation.. Steve