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

To: Z Analyzer who wrote (3915)	7/6/1998 7:56:00 PM
From: Alan Casey	Respond to of 9256

RE : OFF TOPIC As a bean counter/lurker myself, I have to defend the hypotheses. It has been my experience that many companies are willing to take the "big bath" and make very conservative estimates for plant closure costs etc., more so than in the early eighties. Thus, earnings tend now to be more managed with big write-offs followed by an increasing trend in earnings thereafter. Efficient market hypotheses would state that these accounting manipulations do not fool the market, and thus an increasing price/book ratio.

To: Z Analyzer who wrote (3915)	7/7/1998 12:23:00 PM
From: Sam	Read Replies (1) \| Respond to of 9256

Hi Z and all, I've been out of touch for awhile. See things just drifting lower. Some items and thoughts: Dell to try to take down margins for enterprise wide storage systems: biz.yahoo.com This probably affects EMC and STK more than anyone else. An item on future demand for storage: I heard on NPR a story about the videotapes of Holocaust victims that Spielberg has bankrolled with his Schindler's List profits. The tech director of the project said that they have in place 150 TERAbytes of storage space for the project, and may even more than that. They are pioneers, he says, for developing on-line video libraries. More of them on the way, I am sure. FWIW.