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

To: Sam who wrote (4460)	9/16/1998 2:51:00 PM
From: Mark Oliver	Respond to of 9256

Sam, My notes say, "DLT channel inventory corrected. Sequential revenue growth". So, I guess that means we can expect growth in DLT this quarter, and for all products for that matter. Also, expect sequential growth in desktop. They aren't making money on high end, so they could improve earnings there with a little unit growth and cost controls, but that's my addition. Terastor seems to have a product awaiting need. I think they've found the errosion in ASP on all storage has hurt the demand for Optical drives. I got a hint of feeling that they need to get more areal density at a low price to see demand unfold. An Optical drive was pictured on a chart, and I believe if someone hadn't asked what it meant during the question period, they wouldn't have mentioned it at all. My conclusion is they have no plans for this to provide revenue in the near future. "My what a difference a year makes!" <I also presume that MB meant that MKE had US$1 billion not 1 billion.> It was a billion dollars. Regards, Mark