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

To: La Traguhs who wrote (5294)	1/21/1999 11:00:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

>Hey, did everyone catch the geographical shift for Maxtor from 56.9% "domestic" in the last quarter to 75.1% this quarter. That's mainly at Dell, Compaq and IBM. Tell me they didn't pick up major share in the desktop last quarter. They ate WDC's lunch. This is news?

To: La Traguhs who wrote (5294)	1/22/1999 12:48:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

LT; <<). This irrational market will drive WD back up after hearing the good news from Maxtor. (It's the old "move by association" theory) <<Tell me they didn't pick up major share in the desktop last quarter.>> This may be a non sequitur but that is only if people look at the Maxtor announcement and then think. At whose expense have the picked up share? WDC mostly is my conclusion. I hope everyone out there agrees. I held my short position in place. Not to scoff at 20%. Thats a righteous exit point. Congrats. It is just that I am greedy...or too damn logical. Best, Stitch