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

To: Stitch who wrote (5124)	12/30/1998 8:29:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

<<Now I feel like a piker at 4 GB on my Dell laptop. sigh>> Except that you can practically buy a low end notebook for what these drives cost. By the way, what's the word on drive supply and demand conditions and pc sell thru as you hear it? Its been very quiet on these threads and from the analysts lately but Best Buy has been a traffic jam. Also, seeing anything which might be adverse to HTCH which is still ramping TSA very nicely? Hope all is well over there. Z

To: Stitch who wrote (5124)	12/30/1998 12:59:00 PM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Just read an article where a DLJ analyst says that at 100 times earnings, Cisco is cheap as an internet stock. What about HTCH with probably 90 percent of the suspensions on the server side of Cisco's networks and all internet servers and 50 percent of the suspensions in all the PCs that hook up to the networks or the internet? Can anyone name a proprietary business as closely intertwined to the success of the internet that's anywhere as reasonable as HTCH? Am I a fol for thinking HTCH could become a very hot stock depite suppying the disk drive industry as TSA's dominance becomes increasingly clear and revenues and earings grow at a very strong pace?