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

To: Stitch who wrote (5045)	12/1/1998 10:47:00 PM
From: Carl R.	Respond to of 9256

Hey Stitch, this was posted on various threads before thanksgiving, so I presume it is priced into the market. I also happen to think it is wrong, but who knows? Here is one of the earlier posts: Message 6576109 Carl

To: Stitch who wrote (5045)	12/2/1998 4:46:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Its been too quiet here while things have apparantly been improving. If it hadn't been for Intel, this strength would have been a surprise. Do we have any more confirmation of disk drive strength other than the Morgan Stanley report on this thread and the First Boston comments on the SEG fundamentals (Stich, couldn't you hve found a word we could abbreviate?) threads? Amazing to see the market so excited about WDC which is projected to lose $.90 in the strongest seasonal quarter. Just goes to show how the market values improvement regardless of where you're coming from or how far you have to go. Z

To: Stitch who wrote (5045)	12/3/1998 9:58:00 AM
From: Sam	Read Replies (1) \| Respond to of 9256

Intel says Asia matching global Q4 sales growth MADRAS, India, Dec 1 (Reuters) - Intel Corp INTC.O said on Tuesday sales of its computer chips in Asia was keeping pace with global sales growth in the fourth quarter of 1998. "In the fourth quarter, our business in Asia is definitely growing as fast as it is growing elsewhere," John Davies, Intel's vice-president and general manager, Asia Pacific, told a news conference in the southern Indian city of Madras. The world's largest computer chip maker said last month it expected fourth quarter revenues to be between eight and 10 percent above the third quarter level of $6.7 billion. Davies said the Asia Pacific region, which accounted for 20 percent of the firm's worldwide business, was seeing steady growth in personal computer (PC) sales. "PC sales is certainly growing, though not as fast as was predicted in 1997, when some people predicted growth of as much as 30 percent," he said. Intel revised its fourth quarter sales figures upward due to a rebound in demand. Davies said the Asia Pacific region had notched up a quarter of a billion dollars in Intel's electronic commerce billings since its launch in July, making it the world leader for Intel's new Internet-based business. "The goal is to get over 60 percent of our accounts online by end 1998 and we'll be adding a lot of countries from the region early next year and India is one of them." The chip-maker's director of South Asia, Atul Vijaykar, said the firm had held preliminary talks with the Indian authorities and was hopeful of clearances to start electronic commerce from the country, in early 1999. India currently does not permit commercial transactions over the Internet. REUTERS Rtr 12:50 12-01-98 Copyright 1998, Reuters News Service