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To: Lynn who wrote (5148)6/25/1998 12:44:00 PM
From: Kevin Linder  Read Replies (1) | Respond to of 7841
 
Welcome to the club. Disk drive makers have confused many people over the past year. SEG seems to be turning the corner as does QNTM. WDC and Maxtor I think are the keys. Maxtor is trying an IPO. Hyundai their parent is broke and Maxtor has lost money the past 19 quarters. IBM seems to be doing well and getting a lot of praise for their efficiency of operations.

If you look at the UltraDMA/66 specs and Ulta2 Scsi capabilities it does look like there is a bottom. The big thing is oversupply though and only time will tell if things will work out.

Kevin Linder