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

To: Mark Oliver who wrote (4745)	10/16/1998 11:48:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Mark, I agree that HMTT is not going let much get by them without a battle. I am hoping there is enough to go around. But I need to make it clear that I am not thinking very long term on this bet. I still have the same concerns about long term overcapacity. I think Komag has a lead on some Seagate business as well. Seagate's probs with heads tends to overshadow the fact that they seem to have a shortage of high end media as well. Off to bed now. Wow! A 3 day week end and I don't have to pack a bag until next Tuesday! PS...If it is any indicator my business is up as well. Best, Stitch