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

To: Z Analyzer who wrote (5005)	11/20/1998 3:22:00 PM
From: Gus	Respond to of 9256

Here are some views on the way PC demand is taking shape in 1999. Even with much of the inventory fat taken out of the PC supply line, any glitch in demand could magnify the overcapacity in the disk drive industry and derail any first quarter 1999 rallies. PC sellers face challenges for 1999 news.com The growth of storage in the enterprise, however, is expected to remain robust. EMC, for example, reports that about 80% of its installed base (17,000) for Symmetrix expect to double its storage requirements next year. A typical EMC customer is a large organization like NASDAQ whose transaction volume is expected to increase next year as it has every year for the last two decades.

To: Z Analyzer who wrote (5005)	11/20/1998 9:39:00 PM
From: tom pope	Read Replies (1) \| Respond to of 9256

HTCH Z, you've always been a responsible observer of the DD scene - but 40 cents for the 1st fiscal Q (12/98)? Zacks gives a mean of .09. I took HTCH from 18 to 28 (selling too early, as usual) but will be a buyer on Monday if you think 40 cents is in the realm of possibility.

To: Z Analyzer who wrote (5005)	11/22/1998 6:41:00 PM
From: Mark Oliver	Read Replies (2) \| Respond to of 9256

Z, the reason why I am hesitant on Hutchison is due to simple ideas on price-earnings ratios as a method of valuation. The fact that they are going from a hemorrhaging loss to breakeven is a good step forward, but they still have a lot to prove. Hutchison has a good product, but there is competition. Granted, they seem to have the best product available. Still, I look at other companies I hold stock in and see better revenue and earnings growth (not to mention actual earnings). So, buying Hutchison now in the low 30s assumes the best scenario; for their recovery, the industry's recovery, and a strong stable stock market. At the moment, I am not so confident. Hope I'm wrong. As I said, I continue to like Hutchinsons opportunity to develop TSA. Component suppliers that can achieve a majority supply position are much more interesting than companies like Quantum and Western Digital who have no pricing power in an oversupply situation no matter the fact that unit sales are continuously increasing. Regards, Mark