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

To: Z Analyzer who wrote (5302)	1/22/1999 8:59:00 AM
From: LK2	Respond to of 9256

*OT*Stock market analysis. S&P 500 futures currently indicate a drop of about 15 points in the S&P 500. Bob Pisani, a CNBC commentator, comes on the air this morning and says (rough quote), >The key to the market is to watch whether the leaders falter.< With an opening indicated 15 or so S&P points down, does he expect the market, or its leaders, to show strength? Of course, in this market, almost anything is possible, price-wise. Regards, Larry

To: Z Analyzer who wrote (5302)	1/22/1999 9:36:00 AM
From: Stitch	Read Replies (1) \| Respond to of 9256

Z; <<Can you tell us whether the drive companies are beginning to look at the digital VCR as a potentially huge source of disk drive demand within the next several years? If so, it is impacting their planned capacity? Could it create shortages?>> You probably know as much as I do about this app Z. Out here in factoryland we talk abut ion milling, micro etching, and molecular contamination. I hang with the "get it done" crowd. All that visionary stuff I get mostly from the same things you read probably. I do think, however, that non typical apps hold a lot of promise for the DD sector with digital VCRs just one of them. But just think if it took off like VHS did. Wow. Best, Stitch