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

To: Yogi - Paul who wrote (3796)	6/24/1998 5:09:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Yogi, Mr Geenen did not really give any guidance and mostly verified what this thread has discussed in the past. I wonder now which disk manufacturer will disappear. Komag is the obvious one, but the obvious does not always happen. FWIW, some ex-IBMers who went to Komag have returned to the mothership. In the head area I think ReadRite will survive, if only because there is no other independent head maker. All this is guesswork on my part. Looking at the chart, I wonder what the market knows that I don't. It seems there's no hurry to invest, because recovery of the business will be slow. And the companies may never reach previous peaks of profitability again. exchange2000.com GM

To: Yogi - Paul who wrote (3796)	6/25/1998 2:14:00 AM
From: Pierre-X	Read Replies (1) \| Respond to of 9256

Hear, hear. Thanks Mark and Gottfried! As you probably know, I've waited for a big analyst-forecast correction as one of the necessary signals which portend the next boom. I find it noteworthy that no significant mention was made of Win98 or Y2K as HDD demand drivers. One of the conditions that sets the stage for a boom is underforecasting directly resulting in industry undercapacity ... it seems we haven't reached that point quite yet, but the next 6 months promise to be interesting indeed. God bless, PX