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


To: Pierre-X who wrote (3863)6/28/1998 8:12:00 PM
From: Gottfried  Read Replies (1) | Respond to of 9256
 
PX, you said >any improved HDD mfg efficiencies spells eee-vee-eye-ell for the already ghastly supply situation.<

It is possible to see only the dangers and because of them
never buy any stock. Enlightened DD maker management will
use the benefits of TSA to cut costs and will then shut down
and sell some of their plants (instead of increasing production
for another glut). We have seen some shutdowns already, no?

You don't think DD mgmt is enlightened? <G>

GM



To: Pierre-X who wrote (3863)6/28/1998 8:14:00 PM
From: Tom Simpson  Respond to of 9256
 
Yes, evil is as evil does focus on head gimbal business. :o)

>I was starting to dream about going long, but now ..
The day will come...but I surely agree it ain't here yet.