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


To: CPAMarty who wrote (4648)10/9/1998 11:22:00 AM
From: Mark Oliver  Respond to of 9256
 
Does anybody have a feeling for how big a deal the merge of Inacom and Vanstar could be on HDD demand if they have a short term inventory adjustment during the coming quarter? These guys supply a high precentage of business PC's and they are directly involved in the Build to Order schemes of Compaq, HP and IBM.

biz.yahoo.com

Regards,

Mark



To: CPAMarty who wrote (4648)10/9/1998 11:23:00 AM
From: Stitch  Read Replies (2) | Respond to of 9256
 
Thread,

More on StorMedia (not that I think we have any shareholders on this thread). Apparently they filed for BR here in Singapore this morning (where it is Friday night as I write.) They will file in the U.S. today.

Best,
Stitch