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

To: Gottfried who wrote (4211)8/21/1998 11:36:00 PM
From: La Traguhs  Read Replies (1) | Respond to of 9256
 
GM,

I'm trying to gauge the threat they might pose to SYQT and IOM in the 1-2 GB capacity point. But I've been told that unless they have enough money earmarked for a significant consumer awareness program (advertising) they might just go the way of Avatar, who I hear are in Chapter 7. Tuff market this removable stuff!

Regards,
LT



To: Gottfried who wrote (4211)8/21/1998 11:39:00 PM
From: Dale Stempson  Read Replies (1) | Respond to of 9256
 
GM, Yeah, they've stated they'll be shipping product to a host of major boxmakers beginning next month, but as you pointed out, there has not been confirmation of any orders on the books.

You might be right that there's more hype here than substance. I wonder if Syed is simply taking advantage of the fact that the company is not currently public. (BTW, did you read that Castlewood is planning to list on the NASDAQ next year?)

Regards - Dale


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