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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Leader who wrote (30676)	8/6/1998 5:07:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

I love that quote: >>This industry must get back to rational pricing for the value of the technology being delivered << DDs aren't being rationally priced when there is oversupply? <g>

To: Jeff Leader who wrote (30676)	8/6/1998 5:13:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Jeff, My take is that the big pc boxmakers are placing orders for components to have their Christmas boxes ready by November. Since they always put an optimistic spin on their expectations, it is possible that they have tightened supplies very temporarily. But, I don't think it holds. The Xmas component buying season is usually over by late Sept, early Oct., and all the drive makers have to do is not layoff some of the people they are canning to meet current demand. It is basically seasonal strength compounded by a recent cutback in production by the suppliers. That is a technical reaction and doesn't mean anything for the future of these cos. MB