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

To: Mark Oliver who wrote (4771)10/20/1998 4:32:00 PM
From: La Traguhs  Read Replies (2) | Respond to of 9256
 
Mark,

Hard to say if there is an APM liability. Obviously, if there is a hint that there is WD will try to point the blame on them. We'll see, huh?

I'm waiting for the HMTT CC to start and noticed that everyone must have pulled out of the HDD segment and found better places for their money. No posts recently on HMTT, KMAG, SEG and the rest of the lot. Ugh!

We'll, the HMT release is out and it looks - - ah - - ugly. If the reverse direction concept holds, then HMT should continue to rise tomorrow.

Regards,
LT



To: Mark Oliver who wrote (4771)10/20/1998 4:50:00 PM
From: Z Analyzer  Read Replies (1) | Respond to of 9256
 
<<At this point, does anybody know exactly what this is about anyway? Have they
identified a head problem? Or perhaps a problem bonding the heads? Or something
entirely different? >>
After listening to the call and rereading the press release it sounds as if this goes back further than just the last generation 1.6 heads. If I understood correctly, they said they took their projected return rate up to 1%. Z


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