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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (828)	9/9/1998 2:54:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 2025

<<PC demand drives second half >> Well, this is a great question. It was not long ago that Seagate stated sales for enterprise drives was declining. Turned out the market decided it was a Seagate problem and WDC and Quantum reacted nicely. Today, the inventory issue has been dragging the market down for what, 9 months? If there is a turn here, it would be very welcome. Still, would we see a return to great profits? Quantum has again bounced off the recent bottom by over 35%. Is this news already factored in? I see about 10 announcements of new Laptops with 300Mhtz PII processors. When do we see mobile processors catch up to the desktop? Regards, Mark